Efficiently managing bill pay for family offices and high-net-worth clients can be a challenge. Clients expect firms to stay organized across all their bills, allow them to quickly pay their bills, and do so in a secure manner.
Confidently manage bill pay for clients that is easy, fast, and secure. With Bill.com, you will have access to the following:
- An efficient end-to-end workflow allowing you to easily capture, approve, and pay your clients’ bills
- Multiple payment options at your fingertips, to help pay bills quickly
- Mobile app access for you and your clients
- Central client management console to manage all your clients in one-place
- A platform designed with you and your clients’ privacy and security in mind
Automate and standardize your wealth management bill pay processes to deliver more value to your clients today.
Download Bill.com's wealth management offering brochure to learn more