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. Our team takes a proactive approach to ensuring that sensitive data is always protected and customizes each client’s workflow so team members and families can securely log in from any location via the web and track progress in real time.
By providing high-touch technology services through our Plumb Bill Pay services and app, and our Family Office Accounting services, we act as stewards for your day-to-day and long-view financial wellbeing.
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 MORE
Request a consultation to learn how Plumb® Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.