We’re proud to share that Plumb Bill Pay has been shortlisted for the 2026 PAM (Private Asset Management) Awards in the Best Reporting Solution category—an honor that recognizes excellence and innovation across the global private wealth and family office ecosystem.
This recognition reflects our commitment to delivering clear, consolidated multi-entity reporting for ultra-high-net-worth families, family offices, and their advisors. As financial lives grow more complex—spanning multiple entities, accounts, trusts, and structures—accurate, centralized reporting becomes essential to confident decision-making.
Plumb Bill Pay’s reporting solution provides a single source of truth, consolidating financial activity across entities into a secure, easy-to-navigate view. Families and advisors gain timely visibility into spending, cash flow, and balances across the entire financial picture, without relying on fragmented or delayed reports. All reporting is delivered through the SOC 2-compliant Plumb Bill Pay App, with every transaction reviewed and reconciled by in-house accounting professionals to ensure accuracy and trust.
Advisors also benefit from dedicated dashboards that allow them to monitor multiple families within one secure environment—strengthening transparency, improving efficiency, and supporting deeper client relationships. Adoption of Plumb’s reporting capabilities has continued to grow, with families and advisors valuing the confidence that comes from consistent, reliable, and consolidated financial insight.
Being shortlisted by the PAM Awards reinforces our belief that the future of family office reporting lies in secure consolidation, accuracy, and clarity at scale. As we continue to enhance our platform, we remain focused on helping families and advisors navigate complexity with confidence.
We’re grateful to With Intelligence and the PAM Awards for this recognition, and we congratulate the other shortlisted firms. Most importantly, thank you to our clients and partners who trust Plumb Bill Pay to support their most important financial decisions.
Discover how Plumb Bill Pay consistently delivers best-in-class service below: