Technology can never replace personalized, white glove service. However, by utilizing today’s best-in-class financial, communications, and reporting tools we provide a more streamlined, secure practice for daily financial management. Incorporating proven technologies into our bill pay and accounting process allows the financial management team to spend less time chasing due dates and more time working alongside clients to help strengthen their financial futures.
We believe it is imperative that clients and financial managers maintain full access to their bill pay workflow at all times—without compromising the security of confidential personal information. As a SOC 2 certified organization, we take a proactive approach to protecting sensitive data. Our team customizes each client’s workflow, enabling secure access from any location via the web while allowing team members and families to track progress in real time.
From our secure, intuitive Plumb Bill Pay App to our comprehensive bill pay and Family Office Accounting services, we deliver high-touch financial oversight designed to support both your day-to-day needs and long-view goals.
We work in partnership with clients and their advisors and are supported by Sage Intacct for Family Offices to provide the highest quality of data and financial reporting to establish a holistic view of your assets and financial holdings.
LEARN MORERequest a consultation to learn how Plumb® Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.