​​Redi2 Technologies, Inc., a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry, announced it has partnered with software intelligence company Dynatrace® to provide Redi2 Revenue Manager™ clients with enhanced real-time, smart monitoring and performance capabilities.

Cofounders Jeff Berman, Sue Oleari, and Paul Tromp announce the launch of Trifecta Capital Advisors (Trifecta), an SEC Registered Investment Advisory firm based in Northbrook, IL. This independently owned and operated firm is dedicated to providing an integrated approach to money management and financial well-being. Prior to founding the new firm, the three principals worked together in the Chicago Wealth Management Region of BMO Private Bank (BMO), which oversaw $6.6B in client assets. 

Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates was named to America’s Top Women Wealth Advisors Best-In-State list for 2022 by Forbes. In Forbes’ sixth annual Top Women Wealth Advisors list, which included 1,377 women advisors from across the country, Braun-Bostich ranked #31 in Pennsylvania.

​Holistiplan announced a collaboration with Texas Tech School of Financial Planning (TTU) which allows students complimentary access to Holistiplan as part of their financial planning curriculum. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. The collaboration with TTU provides students access to tax planning tools as a valuable addition to both their education and preparation for the future.