Using the Power of Technology

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.

COMPLETE TRANSPARENCY MEETS ROBUST SECURITY

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.

PLUMB SECURITY

SECURE CLOUD INFRASTRUCTURE

  • Customized cloud network built on unique specifications, backed on a singular data center
  • You have access to your information 24/7
  • Safe from localized data loss
  • Procedures and role-based workflows that match your current operations
  • The data center is certified PCI 3.0 compliant, HIPAA compliant and SSAE-16 Type II compliant

BANK-LEVEL SECURITY MEASURES

  • State-of-the-art Barracuda Spam Firewall with secure VPN connection
  • Our in-house IT department conducts regular security briefings for all employees to address policies, potential vulnerabilities, security issues and risks
  • We maintain full insurance coverage against cyber crimes

PLUMB DIGITAL TOOLS

PROPRIETARY BILL PAY APP

  • Clear dashboard view of bills paid, bills pending approval, and total cash outflow
  • Seamless and efficient bill approval process
  • Intuitive bill upload options
  • Quick access to bill information, expense details, relevant attachments, and bill pay reports
  • Easy communication with the Plumb Client Relationship Managers
LEARN MORE

ROBUST REPORTING

  • Multiple report formats allow customized data parsing
  • User-friendly dashboard features at-a-glance analytics
  • Weekly, monthly, quarterly cash flow & expense reporting
  • Customized reporting for advisors
  • Ad hoc reporting

SAGE INTACCT

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

Take the First Step

Request a consultation to learn how Plumb® Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.

REQUEST A CONSULTATION