Bill pay

For RIAs serving HNW and UHNW families, bill pay can be a high-touch differentiator that deepens relationships, increases "stickiness," and gives you a 360° view of clients' financial lives—yet many firms are still unaware or have questions about how they can do this while maintaining compliance with the SEC's Custody Rule.

Transform how your clients make payments with bill pay for wealth management and family office -- designed with clients' privacy and security in mind. Learn how you can save an average 50% of time on accounts payable, with an efficient and simplified four-step workflow.