Episode 71 – Shedding Light on the Billing Process – With Tom Huddleston
February 16, 202213m 40s
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Show Notes
Tom Huddleston is the Chief Information Officer and managing director of Redi2 Technologies, the leading provider of hosted fee billing and revenue management solutions for asset and wealth managers.
Doug and Tom sat down at the FSI OneVoice Summit and talked about Redi2 and billing – not the most glamorous of topics, but one of the most practical and important to everyone in the industry. They also discuss:
- How Redi2 designed its original offering, and how it has evolved to meet needs today
- The basics of billing
- What sleeves work & how they work within the Redi2 system
- What separates Redi2 from their competitors
- What kind of transparency should advisors expect from their providers?
Resources: Redi2 Technologies | Flyer Financial Technology