Plumb Placements for 2024 Citywealth Magic Circle Awards

Plumb is proud to announce that we’ve placed in two categories for the 2024 Citywealth Magic Circle Awards:

  • Technology Innovators of the Year (Winner)
  • UNHW Private Client Services of the Year (Runner Up)

The Magic Circle Awards recognize the accomplishments of professionals and firms working with high-net-worth individuals and families. The awards are presented in London in front of an esteemed audience comprised of over 400 professionals representing over 140 diverse organizations.

Following a rigorous submission process, the submissions are assessed and judged by a panel of private wealth advisors. Online voting is also open to the public, and counts for 10% of the final award vote.

Our proprietary Plumb Bill Pay App is a big reason we have been included in these awards. To learn more about our services and our Plumb Bill Pay App, please watch this brief overview video and reach out to schedule a personal demo.

Plumb delivers financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. We work in partnership with their team — including wealth, CPA, and other advisors — to provide the highest quality of data and financial reporting to establish a holistic view of their assets and financial holdings. We’d love to help answer any questions you may have. Feel free to schedule time to speak with Anneke Stender, our EVP, at your convenience.

Plumb Shortlisted for 2 Citywealth Magic Circle Awards

Plumb is pleased and proud to announce that we’ve been shortlisted for two Citywealth Magic Circle Awards:

  • Technology Innovators of the Year
  • UNHW Private Client Services of the Year

The Magic Circle Awards recognize the accomplishments of professionals and firms working with high-net-worth individuals and families. The awards are presented in London in front of an esteemed audience comprised of over 400 professionals representing over 140 diverse organizations.

Following a rigorous submission process, the submissions are assessed and judged by a panel of private wealth advisors. Online voting is also open to the public, and counts for 10% of the final award vote.

Our proprietary Bill Pay App is a big reason we have been included in this shortlist. To learn more about our services and Bill Pay App, please watch this brief overview video and reach out to schedule a personal demo.

Plumb delivers financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. We work in partnership with their team — including wealth, CPA, and other advisors — to provide the highest quality of data and financial reporting to establish a holistic view of their assets and financial holdings. We’d love to help answer any questions you may have. Feel free to schedule time to speak with Anneke Stender, our EVP, at your convenience.

Plumb Wins Two WealthTech Americas Awards – And Why This Matters

 

Plumb has been recognized at The Second Annual WealthBriefing WealthTech Americas Awards 2023 for two of our best-in-class – and best-in-industry – services:

  • Bill Pay
  • Payment Reconciliation Services

We’ve been extremely honored to have our services recognized across a variety of respected and established Family Office and Wealth Management publications and media firms. The acknowledgement of our superior services by the WealthBriefing Awards is especially meaningful as explained by ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris:

“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics… These awards recognise the very best operators in  Americas’ wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.”

Why This Matters (or, Don’t Just Take Our Word For It)

Winning awards from established, longstanding publications like ClearView Financial Media is additional validation that we are who we say we are: the best service provider in the high-net-worth and family office bill payment space.

All submissions were reviewed by a panel of 15 independent family office and wealth management industry experts, and these wealth tech authorities have deemed that Plumb’s services and client support goes above and beyond what others in the field offer.

Here’s what they had to say about Plumb:

“It was the winner’s focus on providing clients with white glove, high touch service and emphasis on innovation that impressed, along with significant growth in department size, client size, and revenue. Plumb is a very worthy winner!”

What’s Next?

We are not ones to rest on our laurels. While we are grateful for the recognition, we are never satisfied with the status quo. We plan to continue to focus on our high-touch client service and continue to innovate in the bill pay field. Decades in, and we are as excited about our future as ever.

Plumb Shortlisted for 3 Awards

                                                   

We are thrilled to be recognized by two different organizations for our contributions to the family office accounting and bill pay space this year.

Plumb has been shortlisted for the Technology Innovator of the Year Award at Citywealth’s Magic Circle Awards – and you can vote for us by visiting this link.

We’ve also been shortlisted for the Best General Ledger System and the Best Partnership Accounting System at the Private Asset Management (PAM) Awards. We appreciate this acknowledgement from both Citywealth and PAM.

This recognition comes on the heels of a year of tremendous growth for Plumb Family Office Accounting & Bill Pay, and the development of our proprietary bill pay app. We are in great company as our fellow shortlisted firms are the best in the business, and we wish them all the luck.

We are grateful to our clients, our partners in wealth management, and our incredible Plumb team.

The Wealth Mosaic Interviews Anneke Stender

Great interview with Plumb Family Office Accounting & Bill Pay EVP and Co-Founder Anneke Stender featured on The Wealth Mosaic.

In this series, The Wealth Mosaic (TWM) interviews leading members of the wealth management and FinTech communities to find out more about them, their journey, their perspectives on the market and how they see the future.

Read Anneke’s interview here.

 

Plumb Family Office Accounting is an expert at delivering the clarity and financial peace of mind high-net-worth individuals and family offices need. Let us know if you would like to get in touch for more information. We work in partnership with your team — wealth, CPA, and other advisors — to provide the highest quality financial reporting. This gives you true control of your wealth and establishes the foundation for effectively implementing your financial strategies.

 

 

Plumb Bill Pay Wins Prestigious WealthTech Americas Award

March 21, 2022.

Plumb awarded top prize for “Payment Reconciliation Services” at the WealthBriefing WealthTech Americas Awards 2022.

 

Plumb Bill Pay is proud to announce they have been awarded the best Payment Reconciliation Service at the annual WealthBriefing WealthTech Americas Awards.

According to ClearView Financial Media’s WealthBriefing: “The accuracy, security, and verification processes {of Plumb Bill Pay’s Payment Reconciliation Services} impressed the judges, along with the flexibility to securely log in from any location. The integration possibility of the app further ensures ease-of-use and clear financial reporting.”

Commenting on the firm’s triumph, Anneke Stender, Executive Vice President of Plumb Bill Pay, said: “This award is a testament to our best-in-class services, and a foundation of technology and bank-level security that has led to our growth and success this year. We are a 20+ year overnight success that the world is just starting to know, and we are thrilled to be recognized by the WealthBriefing WealthTech Awards for our innovation, dedication, and expertise.”

Watch Anneke Stender’s acceptance speech.

For over two decades, Plumb has helped high-net-worth clients achieve greater levels of personal freedom to savor their time and enjoy their lifestyles. By providing expert advice and innovative technology solutions to streamline, simplify, and centralize day-to-day financial operations, Plumb acts as an extension of their clients’ financial team, supporting individuals and families with their analytical and proactive approach to bill pay.

About Plumb Bill Pay

Plumb Bill Pay is a high-touch technology family office bill pay and accounting service provider whose services are custom designed to meet the needs of high-net-worth and ultra-high-net-worth clients.

 


Contact Plumb Bill Pay today.

Plumb Bill Pay Implements a Check Fraud Solution with Cheque-Guard

The Cheque Guard Suite of Products is the Industry-Leading Answer to Combating Check Fraud.

Press Release – Check Fraud Solution for Plumb Bill Pay

Plumb Bill Pay, a premier back-office accounting, financial reporting and bill pay firm for family offices and the high-net-worth, is pleased to announce a partnership with Cheque Guard and their check fraud detection tools and software. The combination of Plumb Bill Pay’s secure cloud infrastructure with state-of-the-art Barracuda Spam Firewall and Cheque Guard’s top-rated check printing security creates a robust defense to protecting client’s financial data.

“As a preferred outsourced bill pay vendor for many top multi-family offices, financial institutions and high-net-worth families, our security concerns around check fraud are a high priority,’ said Anneke Stender, Executive Vice President of Plumb Bill Pay. “After evaluating numerous solutions, we are confident that Cheque Guard is the leader in the industry with their innovative suite of products,” she said.

The Cheque Guard system replaces the need for Plumb Bill Pay to purchase individual checks from financial institutions for clients. Instead, specific account information is imported onto blank checks made with an image-survivable seal that encrypts the data into a barcode. The product is ChequeSeal, a next generation of Positive Pay that requires no issue file or transmission. The ChequeSeal is decrypted and verified at the bank to ensure authenticity of the check.

“Check fraud is the biggest form of payment fraud in the world, and we fully understand the magnitude of the issue,” said Emil Ramzy, President of Cheque Guard. “There is great synergy with the Plumb Bill Pay team and we are happy to partner with them and provide peace of mind that their check writing solutions are safe and secure,” he said.

Plumb Bill Pay offers a range of services, including bill payment, recordkeeping, income and expense tracking, cash flow reporting, vendor management and mail services. These solutions are customizable for every client depending on the need and complexity of their personal financial life.

“Security is at the forefront of Plumb Bill Pay, and we take a proactive approach to ensuring that customer data is not compromised,” said Robert Scherer, President of Plumb. “Cheque Guard gives us the extra layer of protection against the potential vulnerabilities of check fraud,” he said.

Plumb Bill Pay uses a proprietary task management system to facilitate and track bill pay management.  It is hosted on a cloud infrastructure with bank-level security measures and VPN connection. Bills are paid on time, monitored for accuracy and reconciled by a dedicated team. This includes accounting experts who specialize in serving the needs of the high-net-worth.

About Plumb Bill Pay:

For over two decades, Plumb has been helping high-net-worth families, their businesses, and family offices achieve greater levels of personal freedom by handling their personal reporting and bill pay needs.

Plumb Bill Pay works with clients nationwide with office locations in Southern California: 1227 Prospect Street, Suite 200, La Jolla, CA 92037; 16904 Via de Santa Fe, Rancho Santa Fe, CA 92067 and 100 Bayview Circle, Suite 270, Newport Beach, CA 92660 and New York City: 747 Third Avenue, Suite 200, New York, NY 10017  

About Cheque-Guard:

Founded in 1991, Cheque Guard Inc. provides small to medium-size businesses and financial institutions with check fraud solutions, including ChequeSeal™ and ChequeSuite™. These software products allow businesses to integrate and deploy secure, controlled check printing and electronic payments for the Automated Clearing House (ACH), while creating a Positive Pay file for the bank as the checks are printed by the customer.

How to help eliminate check fraud with the protection of Cheque-Guard

This is the next generation of Positive Pay that requires no issue file and no file transmission.  The secure seal by ChequeSeal encrypts the check data into the barcode. When the check enters the banking system, an instant verification goes into action. Before it is paid, ChequeSeal references the encrypted information for comparison and determines the check’s authenticity.  For more information, click here.

check fraud solution

Are you ready to gain financial peace of mind knowing that your bills are being paid on time, reviewed for accuracy and detected from check fraud?



Announcing Our Name Change to Plumb Bill Pay!

Big news – we are releasing our new name, we are now Plumb Bill Pay!

We are proud to announce the launch of the new company name as part of the ongoing development of our company’s brand. We changed our name to better represent our brand and our mission. The new name reflects our companies approach to family bill pay. You’ll see our new name and look throughout our website.

 

Our business has grown and evolved over the years, and we felt it was time for a change. We have changed our name to reflect who we are as a company today. For over two decades, we have been helping high-net-worth clients achieve greater levels of personal freedom to savor their time and enjoy their lifestyles. By providing expert advice and innovative technology solutions to streamline, simplify and centralize day-to-day financial operations, we act as an extension of your financial team, supporting individuals and families with our analytical and proactive approach to bill pay.

 

“By rebranding ourselves as Plumb, we are doubling down on our assurance to serve you with the highest quality bill pay services available in today’s market. Plumb is exacting. Plumb ensures clarity. Plumb aligns your accounting and bill paying. You know us for our quality products and  services, now get to know us as Plumb Bill Pay.” – Anneke Stender

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