Redi2 enables fee calculation, invoices, payouts, accounting and compliance. The next few years will integrate its billing into the platform.
Although every client profile may require tailored plans and conversations, these financial advisor tactics can be key for many clients.
You earn recurring fee revenue now. You incorporate your client's biggest asset into the overall financial plan you develop. Enough said!
SMID caps are generally less covered by analysts, less liquid, and generally more volatile in the short and medium term than large caps.