Many of our staff have significant financial services expertise and are former employees from transfer agents, banks, fund companies and other large financial services companies. We understand the processes, terminology and issues facing financial services companies today. Our industry... Read More
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More
Redi2’s Revenue Manager™ manages the fee billing process, including client setup, multi-currency fee, and accrual calculations, revenue reconciliation and invoicing. This assists our clients in streamlining their billing process. Revenue Manager features a state of the art technology,... Read More