Technology can never replace personalized, white-glove service. It should strengthen it. Plumb’s platform codifies complex financial operations into repeatable, inspectable workflows that reduce risk, improve visibility, and support institutional-grade governance. Rather than functioning as a simple interface for payments and reporting, our technology operates as a control surface for the advisor-led family office. Every approval, reconciliation, and reporting output follows defined operational standards — creating consistency, auditability, and clarity across entities. By embedding structure into daily execution, we help advisors and families move beyond administrative coordination and into confident financial oversight.
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.