Plumb Bill Pay Wins Technology Innovator of the Year at the 2025 Citywealth Awards

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We’re proud to share that Plumb Bill Pay has won the Technology Innovator of the Year award at the 2025 Citywealth Magic Circle Awards! This recognition highlights our drive to advance secure, high-touch bill payment solutions for high-net-worth and ultra-high-net-worth individuals and families.

Setting the Standard in UHNW Client Services

We also earned a spot as a finalist for UHNW Private Client Services of the Year, but winning Technology Innovator of the Year validates the work we’ve done to modernize how HNW and UHNW families—and their trusted advisors—manage bill pay and receive financial reporting. It reflects our bold approach to solving complex financial challenges with smart, secure, and user-focused technology.

A Win for Innovation in Fintech

This award affirms our mission to lead in the fintech space by building purpose-driven tools, delivering white-glove implementation, and engineering processes that prioritize security, transparency, and efficiency. From our proprietary app to the custom workflows within it, we design everything to make life easier, safer, and more insightful for our clients and their advisors.

We don’t build technology for the sake of innovation—we build to solve real problems for real people. This recognition reflects our platform’s intentional design: a secure, easy-to-use, and innovative solution that adapts to the unique complexity of HNW and UHNW financial lives. From streamlined approvals to real-time reporting, every feature is developed with a deep understanding of the stakes.

This win also marks a broader shift in what the industry expects from technology partners. Plumb Bill Pay is proud to lead that shift with solutions that deliver transparency, efficiency, and peace of mind to some of the world’s most complex financial households. And we’re just getting started. Our goal is simple: to create secure, future-ready solutions that support the evolving needs of clients and advisors.

Plumb Bill Pay wins Technology Innovator of the Year at the 2025 Citywealth Magic Circle Awards

Thank You to Our Community

We deeply appreciate the trust our clients, partners, and team place in us. Your support inspires us to continually raise the bar. It’s an incredible honor to be recognized among the industry’s top performers.

What’s Next for Plumb Bill Pay

The Citywealth award joins a growing list of industry honors that reflect our momentum and mission:

We continue deliver high-impact technology backed by human insight and trusted relationships.

“At Plumb Bill Pay, we believe great technology should disappear into the background—quietly delivering clarity, security, and peace of mind. This award affirms our focus on building tech that serves real people, solving complex problems with elegance and purpose.”
—George Logemann, Chief Technology Officer, Plumb Bill Pay

As we look ahead, we remain committed to building tools, teams, and trust that power lasting financial clarity.

Plumb Bill Pay’s EVP Wins Family Wealth Report Award for Leadership in High-Net-Worth Bill Pay Services

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We are honored to share that Anneke Stender, our Executive Vice President and the driving force behind Plumb Bill Pay, has been named Leading Individual (Service Product Provider) at the Twelfth Annual Family Wealth Report Awards 2025.

As EVP of Plumb Bill Pay—a leading provider of secure, high-touch bill payment services for family offices and ultra-high-net-worth clients—Anneke Stender has spent over two decades delivering strategic solutions in the financial services industry. Her leadership blends deep industry expertise with a clear vision for innovation, guiding the continuous evolution of our offerings to meet the growing complexity of client needs. With a strong focus on both technology and service, Anneke continues to set the standard for excellence in the high-net-worth space. As a result, Plumb Bill Pay remains at the forefront of innovation—without ever losing sight of the human touch that defines the client experience.

Anneke’s recognition is not just a reflection of her personal achievements—it’s a testament to the vision, stewardship, and product leadership she brings to our firm, ensuring that our technology, service model, and client experience continue to evolve alongside the complexities of wealth management.

View the full press release here: Plumb Bill Pay Winners Press Release- FWR 2025

High-Net-Worth Bill Pay Innovation: Where Technology Meets Stewardship

At Plumb Bill Pay, innovation is more than technology—it’s about adapting to the evolving needs of wealthy families, while preserving the personalized service they expect. Under Anneke’s leadership, our approach blends purpose-built technology with a stewardship mindset, ensuring every client experience is seamless, secure, and deeply personal.

Our Plumb Bill Pay App reflects this philosophy. More than a payment tool, it’s a gateway to financial clarity and control:

  • Clear Financial Oversight – Intuitive dashboards that deliver a complete financial picture, tracking payments, approvals, and priorities for real-time financial oversight for UHNW families.

  • Effortless Approvals – One-click approvals, auto-approval limits, and streamlined workflows for efficiency and peace of mind.

  • Proactive Cash Flow Forecasting – Six-month forward-looking projections to support smarter planning and decision-making.

  • Streamlined Tax Preparation – Organize and compile tax documents for a smooth, efficient handoff to CPAs.

  • Security & Accessibility – SOC 2 certified bill pay platform with bank-level security for anywhere, anytime access, ensuring confidence and flexibility.

At Plumb Bill Pay, our strength lies in the seamless pairing of innovation with stewardship. Moreover, every feature is supported by an expert team ensuring accuracy, discretion, and a white-glove client experience.

What Sets Us Apart?

At Plumb Bill Pay, we don’t just process payments—we protect, simplify, and elevate the financial lives of our clients. Our model is grounded in stewardship, precision, and innovation:

  • Decades of Trusted Expertise – Led by Anneke Stender, who has spent over 20 years shaping solutions for HNW and UHNW families, family offices, and their advisors.

  • Stewardship-First Service Model – Our dedicated team acts as an extension of your family office, ensuring accuracy, discretion, and personal attention in every transaction.

  • Purpose-Built Bill Pay App for HNW & UHNW Clients – Designed specifically for the complexities of wealth management, our proprietary Plumb Bill Pay App delivers simplicity and powerful oversight tools.

  • Security Without Compromise – SOC 2 certified, bank-level security protocols, and meticulous controls protect sensitive data and workflows.

Plumb Bill Pay delivers premium outsourced bill pay and family office accounting services for family offices, ultra-high- and high-net-worth individuals, and their advisors—backed by cutting-edge fintech and white-glove service.

At every touchpoint, we combine technology with the personal service, accountability, and adaptability that discerning clients expect in today’s dynamic financial world.

Looking Ahead

As Anneke continues to guide our vision, she remains focused on ensuring that Plumb Bill Pay evolves alongside the changing needs of our clients—enhancing our tools, deepening our service model, and driving innovation without ever losing the human connection that has defined our approach for almost 30 years.

Finally, we’re grateful to the Family Wealth Report Awards for this recognition and to our clients and partners who trust us as stewards of their financial lives.

Discover how Plumb Bill Pay supports high-net-worth families and family offices with secure, seamless bill payment solutions. Contact us today to schedule a consultation and click here to learn more about our bill pay services for ultra-high- and high-net-worth individuals and family offices. 

Plumb Bill Pay’s Anneke Stender receives Leading Individual award for service excellence.

Anneke Stender, EVP of Plumb Bill Pay, awarded Leading Individual for Service Excellence at Family Wealth Report Awards 2025.Family Wealth Report Awards 2025 event honoring leaders in wealth management services.

SOC 2 Certification Highlights Plumb Bill Pay’s Secure Technology Framework

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We’re proud to share that Plumb Bill Pay is now SOC 2 certified. This certification reflects our ongoing commitment to data security, privacy, and operational excellence.

The SOC 2 audit was conducted by A-LIGN, the leading provider in cybersecurity compliance trusted by more than 4,000 global organizations to help mitigate cybersecurity risks.

At Plumb, our mission is to deliver exceptional service that creates financial clarity and peace of mind. Our clients trust us with their most sensitive financial information, and we take that responsibility seriously. To reinforce that trust, we voluntarily underwent a rigorous SOC 2 assessment to ensure that our security and operational controls meet the highest standards of security and compliance.

“Congratulations to Plumb Bill Pay for completing their SOC 2 audit, a widely recognized signal of trust and security,” said Steve Simmons, COO of A-LIGN. “It’s great to work with organizations like Plumb Bill Pay, who understand the value of expertise in driving an efficient audit and the importance of a high-quality final report.”

What is a SOC 2 report? 

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.

Unlike a simple cybersecurity scan, a SOC 2 audit evaluates how a company’s internal controls are designed and operated to protect client data. It specifically reviews five trust service principles: security, availability, processing integrity, confidentiality, and privacy. This compliance confirms that Plumb Bill Pay has robust, independently verified controls in place to safeguard data—demonstrating our ongoing commitment to transparency, security, and trust.

Why SOC 2 Compliance Matters

In today’s digital environment, businesses increasingly rely on third-party providers —bringing both opportunity and heightened risk. With rising expectations around data security, SOC 2 compliance has become the gold standard for demonstrating a company’s ability to handle sensitive data responsibly and securely.

“Strong client relationships are built on trust. Achieving SOC 2 compliance is another way we show our clients that protecting their financial information is just as important to us as it is to them,” said Rob Scherer, President of Plumb.

For Plumb Bill Pay, this milestone underscores one of our core values: delivering peace of mind through trust and accountability. Our proprietary bill pay app is designed with bank-level security, layered access controls, and 24/7 real-time monitoring managed by our in-house IT team. SOC 2 certification affirms the strength and ongoing evolution of these security protocols—demonstrating our commitment to operating in a secure, compliant, and resilient operating environment.

This achievement also builds on the additional security layers and independent testing we’ve implemented over the years, ensuring a comprehensive and proactive approach to protecting our clients’ most sensitive financial data—so they can stay focused on what matters most.

A-LIGN Badge SOC-2 certified Plumb Bill Pay
Plumb Bill Pay’s SOC-2 Certified A-LIGN Badge

About Plumb Bill Pay

Plumb Bill Pay is a trusted provider of outsourced bill payment and financial operations services tailored for high-net-worth individuals, family offices, and their advisors. Combining secure technology with personalized support, Plumb delivers financial clarity, control, and peace of mind. For more information, visit: www.plumbbillpay.com.

About A-LIGN

A-LIGN is the leading provider of high-quality, efficient cybersecurity compliance programs. Combining experienced auditors and audit management technology, A-LIGN provides the widest breadth and depth of services including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI. A-LIGN is the number one issuer of SOC 2 and a leading HITRUST and FedRAMP assessor. To learn more, visit a-lign.com.

Plumb Bill Pay Named Finalist in Four Categories at the 2025 Family Wealth Report Awards

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Plumb Bill Pay is proud to announce that we have been named a finalist in four categories at the Twelfth Annual Family Wealth Report Awards 2025. This recognition highlights our ongoing commitment to delivering high-quality bill payment, accounting, and reporting services tailored to the needs of high-net-worth individuals, family offices, and their advisors.

Finalist Categories:

  • Accounting

  • Bill Pay

  • Outsourcing / Business Process Outsourcing

  • Leading Individual (Service Product Provider) — Anneke Stender, EVP, Plumb Bill Pay

Family Wealth Report 2025 Finalist Certificate Plumb Bill Pay  Family Wealth Report Awards 2025 Anneke Stender Leading Individual Service Provider Finalist Certificate

The Family Wealth Report Awards celebrate excellence and innovation among providers serving the North American family office and wealth management communities. Each finalist is selected through a rigorous, independent judging process designed to recognize firms and individuals who demonstrate outstanding service, strategic thinking, and leadership.

“Being named a finalist across multiple categories, including a personal nomination, is an incredible honor,” said Anneke Stender, Executive Vice President of Plumb Bill Pay. “This recognition reflects the dedication and expertise of our entire team, and our ongoing commitment to providing clients with financial clarity, control, and peace of mind.”

With a strong foundation in personalized service and a focus on financial clarity, Plumb Bill Pay helps simplify the complex financial lives of wealthy families and individuals. Through our proprietary technology and white-glove support model, we offer consolidated bill payment, entity-level accounting, and comprehensive financial reporting services.

Award winners will be announced on May 8, 2025, at the Mandarin Oriental Hotel in New York City.

To learn more about our services and why families and advisors trust Plumb Bill Pay, contact us here or explore more on PlumbBillPay.com.

Read the full press release here: FWR 2025 Plumb Bill Pay Finalist Press Release

Plumb Interview with The Deal

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We are excited to announce that our Executive Vice President, Anneke Stender, recently sat down with The Deal’s Chris Nolter to discuss Think Plumb LLC’s remarkable growth and future outlook.

View the full article here: 2025 The Deal Plumb Interview.

Link to article on The Deal website.

Founded in 1996 by President Robert Scherer, Think Plumb has evolved into a premier high-touch, services-first fintech company specializing in financial management for high-net-worth individuals and family offices. With a workforce of 50 employees and an annual revenue ranging from $8 million to $10 million, Think Plumb continues to experience double-digit growth, positioning itself as a leader in the financial management space.

Managing Financial Complexity with High-Touch Services

Think Plumb is uniquely positioned to help affluent clients manage the complexities of wealth, including multiple residences across different states, trusts, LLCs, foundations, and other entities.

“We call it the blocking and tackling that needs to happen around the family,” Stender explained. “Our clients require specialized accounting services, from property tax management and insurance payments to real-time financial reporting.”

Leveraging Technology for Real-Time Financial Insights

Recognizing the growing need for seamless and intuitive financial management, Think Plumb has invested in building out its proprietary technology platform, the Plumb Bill Pay App. The platform integrates bill approval, payment automation, and real-time reporting capabilities, ensuring clients have an interactive, forward-looking view of their financial health.

“Historically, accounting has been very backwards-looking,” Stender said. “Now, we’re really moving toward real-time reporting, interactive insights, and even projections within our tool.”

A Growth Trajectory with Expanding Market Opportunities

Plumb’s primary clientele typically consists of individuals with a net worth between $50 million and $400 million, including five billionaire family offices. However, the company is looking to expand into a new demographic of emerging high-net-worth individuals—those with a net worth of $1 million or more—who require sophisticated financial tools and bill payment services.

While 90% of new business comes from referrals, Plumb is continuously exploring new opportunities to enhance its reach and impact. With the addition of a Chief Technology Officer last year, the company is advancing its fintech capabilities while maintaining the high-touch, white-glove service that has made it a trusted partner for affluent families.

Open to Strategic Partnerships

As Plumb scales, the company is open to strategic partnerships that align with its vision for innovation and growth.

“We’re certainly open to strategic partnerships as we continue to grow in this space,” Stender noted. However, there is no defined timeline for taking on an investor or partner.

A Unique Approach in Fintech and Financial Management

Plumb stands out in the financial services industry due to its seamless blend of high-touch services and innovative financial technology. The firm’s approach ensures that clients receive both personalized attention and cutting-edge solutions for managing their financial complexity.

The broader fintech and wealth management industry has seen increased investment activity from major financial institutions. Recent investments include:

  • Blackstone Inc. (BX) leading a $61 million investment in AI accounts payable automation company Sampli.
  • BlackRock Inc.’s (BLK) Aladdin Wealth unit forming a partnership with NEC Corp.’s Avaloq.
  • JPMorgan Chase & Co. (JPM) and Hercules Capital Inc. (HTGC) investing $150 million in payables automation company Tipalti.

While investment and acquisition activity in fintech and financial/wealth management continue to accelerate, Plumb remains focused on expanding its services and technology to better serve its clients.

Looking Ahead

As Plumb continues its upward trajectory, the company remains committed to innovation, client service, and growth. By enhancing its proprietary technology, expanding service offerings, and strategically scaling its team, Plumb is well-positioned to meet the evolving needs of high-net-worth individuals and family offices.

Future initiatives include further integrating predictive financial analytics, improving user experience within its platform, and expanding its reach to serve a broader spectrum of clients. With a clear vision for the future, Plumb is dedicated to setting new industry standards and delivering unparalleled financial solutions.

Stay tuned for more updates as we continue to shape the future of high-net-worth financial management.

For inquiries or to learn more about how Plumb can support your financial needs, contact us today!

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Plumb Bill Pay Wins Best Payment Reconciliation Services Award 2025

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We’re proud to announce that Plumb Bill Pay has won Best Payment Reconciliation Services provider at the 4th Annual WealthBriefing WealthTech Americas Awards 2025! Additionally, we’ve been featured (pages 36-37) in their 4th Acclaim Publication, recognizing and underscoring our commitment to delivering best-in-class, high-touch financial services for high-net-worth (HNW) individuals, family offices, and their advisors.

View the full press release here: Plumb Bill Pay- Press Release- WTA Awards 2025

Driving Innovation with the Plumb Bill Pay App

At Plumb, we adapt to meet our clients’ evolving needs. Our blend of technology and expertise ensures a seamless financial experience. A major factor in our success is the Plumb Bill Pay App, which simplifies financial management by offering:

  • Clear Financial Oversight – A complete financial snapshot at your fingertips, with an easy-to-use dashboard that tracks payments, approvals, and priority bills.
  • Effortless Approvals – Approve or reject bills with a single click, set auto-approval limits, and streamline workflows.
  • Advanced Cash Flow Forecasting – Stay ahead with six-month cash flow projections based on committed expenses, ensuring financial stability.
  • Simplified Tax Prep – Gather, review, and organize tax documents effortlessly, making CPA handoffs seamless.
  • Unparalleled Security & Accessibility – Our app provides bank-level security while ensuring clients can manage their finances anytime, anywhere.

This award-winning combination of industry expertise and cutting-edge technology ensures that our clients receive a seamless, secure, and highly efficient financial management experience.

What Sets Plumb Bill Pay Apart?

Our success comes from a powerful combination of expertise, innovation, and exceptional service:

  • Industry Expertise – Specializing in transactional bill pay for HNW and UHNW clients since 2008.
  • Cutting-Edge Technology – Our proprietary Plumb Bill Pay App streamlines approvals, tracking, and forecasting.
  • Security & Compliance – Bank-level security ensures financial data is protected at all times.
  • Expert Team – Highly trained professionals dedicated to accuracy, efficiency, and personalized service.

Looking Ahead

As we continue to evolve, refine, and enhance our services, we remain dedicated to delivering seamless financial solutions to our valued clients.

Thank you to our clients, partners, and the WealthBriefing WealthTech Americas Awards for this recognition. Here’s to another year of growth and innovation!

Want to experience the Plumb Bill Pay difference? Contact us today!

Plumb Bill Pay Wins Best General Ledger System at the 2025 PAM Awards

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We’re thrilled to announce that Plumb has been awarded Best General Ledger System at the renowned 2025 Private Asset Management (PAM) Awards! This award affirms our ongoing commitment to delivering secure, efficient, and innovative financial solutions tailored for ultra-high-net-worth and high-net-worth individuals and their trusted advisors.

A Recognition of Excellence

The PAM Awards set the standard for excellence in the private wealth industry, celebrating companies that lead in performance, innovation, and client service. Winning Best General Ledger System reflects the trust our clients place in Plumb to simplify financial management with precision and security.

What Sets Plumb Bill Pay Apart?

At Plumb, we understand the unique and complex financial needs of high-net-worth individuals, family offices, and their advisors. Our General Ledger System delivers:

  • Real-Time Accuracy & Transparency – Providing real-time financial visibility and insights for more informed decision-making.
  • Robust Security & Compliance – Protecting financial data with bank-grade security measures and strict compliance standards.
  • Effortless Bill Pay & Accounting – Streamlining workflows to improve efficiency, reduce errors, and simplify financial management.

Plumb Bill Pay award-winning general ledger system

Looking Ahead

Winning this award reinforces our commitment to reimagining financial technology. We’re constantly evolving, refining, and introducing new ways to make financial management more seamless and secure. We’re excited for what’s ahead and grateful to our clients for trusting us on this journey!

Thank you to our clients, partners, and the PAM Awards for this incredible honor. Here’s to another year of innovation and excellence!

Want to learn more about how Plumb Bill Pay can simplify your financial management? Contact us today!

Plumb Bill Pay Triumphs at the 2025 Global Business Tech Awards

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It’s an exciting time at Plumb Bill Pay! With our cutting-edge Plumb Bill Pay App, we’ve secured two awards at the 2025 Global Business Tech Awards, cementing our status as a leader in fintech innovation. These honors underscore our dedication to revolutionizing the financial management landscape for our clients.

Award Highlights

Best FinTech Solution of the Year

Our cutting-edge approach streamlines payments, boosts security, and delivers seamless transactions.

Best Mobile Tech of the Year

Our award-winning mobile platform is robust, user-friendly, and secure—keeping our clients connected and in control wherever they are in the world.

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What This Means for Our Clients

These awards serve as a stepping stone toward even greater milestones. Here’s what’s coming:

  • Enhanced User Experience: A more intuitive, efficient platform tailored to our client’s evolving needs.
  • Stronger Security: Continuous upgrades with advanced, bank-level protocols.
  • Innovative Features: New tools within our proprietary technology like an intuitive reporting tool and advisor dashboards launching later this year.

Looking Forward

These accolades inspire us to continue on our path of innovation and excellence. With our sights set on new horizons in fintech, we are expanding our technological capabilities and setting new benchmarks in financial mobile technology. Looking ahead, we aim to be at the forefront of the digital shift in financial services—revolutionizing transactions to enhance efficiency, speed, and security—empowering our clients with anytime, anywhere access to accurate financial data and tools to confidently make informed financial decisions.

Join Us on This Exciting Journey

We extend our heartfelt gratitude to our clients, partners, and the entire Plumb Bill Pay team. Your trust and support have been instrumental in our success. As we celebrate these significant achievements, we invite you to join us on our journey towards an even more innovative and impactful future ahead.

Stay connected with us for more updates and exciting announcements in the months to come!

For more details on our recent recognition and future plans, visit our LinkedIn announcement and join the conversation.

Plumb Bill Pay Shortlisted for 2025 Citywealth Awards

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We’re thrilled to announce that Plumb Bill Pay has been shortlisted for the 2025 Citywealth Magic Circle Awards in two highly competitive categories:

  • UHNW Private Client Services of the Year
  • Technology Innovator of the Year

These nominations are a testament to our unwavering commitment to excellence in serving ultra-high-net-worth clients. At Plumb Bill Pay, we pride ourselves on delivering precise, secure, and innovative financial management solutions tailored to the unique needs of ultra-high-net-worth individuals and family offices. Our goal is to simplify complex financial lives through a combination of cutting-edge technology and personalized, white-glove service.

Setting the Standard in UHNW Client Services

In the world of UHNW financial management, trust, accuracy, and efficiency are paramount. Our dedicated teams ensures every client receives bespoke solutions that address their specific needs, from bill payment to financial reporting. Being recognized in this category underscores our position as a leader in providing comprehensive and reliable services to ultra-high-net-worth clients.

Driving Innovation in Fintech

The Technology Innovator of the Year nomination highlights our role in advancing technology-driven financial management. Our proprietary systems and processes are designed to enhance security, improve efficiency, and offer unparalleled transparency for our clients. We’re proud to be at the forefront of innovation, setting new standards in the fintech space.

Thank You to Our Community

We want to extend our heartfelt gratitude to our clients, partners, and team. Your support and trust drive us to continuously improve and deliver excellence in everything we do. It’s an honor to be recognized alongside other leading firms in the industry.

Stay tuned as we await the results!

Top 5 Questions Our Clients Ask About Outsourced Bill Payment

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Outsourced bill payment services are increasingly favored among ultra-high-net-worth individuals (UHNWIs), high-net-worth individuals (HNWIs), and family offices. These services not only streamline financial management but also enhance cash flow management and reduce administrative burdens. Here are the top five frequently asked questions we receive from clients interested in our services:

  1. What security and fraud prevention measures do you have in place?

Security is a top priority for us at Plumb. We leverage advanced security protocols, including encryption, firewalls, data backup, and fraud detection mechanisms. Through our proprietary Plumb Bill Pay App, we conduct vendor verification through OFAC checking, new vendor warnings, and email whitelisting. Our commitment to safeguarding your financial information is further reinforced by bank-level security, multi-factor authentication, and stringent internal controls, all designed to prevent unauthorized transactions.

  1. What services do you offer?

Our offerings include bill payment and record keeping, cash flow reporting, expense tracking, vendor management, and financial reporting. Using our secure personal bill pay services, including our proprietary Plumb Bill Pay App, your bills are monitored for discrepancies, tracked closely and reconciled accurately. We have award-winning expertise – and an app that provides comprehensive personal bill pay services.

  1. What does the Plumb Bill Pay App do and is it secure?

Our proprietary platform, the Plumb Bill Pay App, is designed for affluent clients to streamline bill approvals, provide real-time financial insights, and ensure secure access anytime, anywhere. The app is continuously being enhanced and now guides new clients through the onboarding process as well. Additionally, the app seamlessly integrates with QuickBooks Online software to process payments and employs bank-level security to ensure secure transactions.

  1. How do you ensure accuracy and timely payments?

At Plumb, we utilize automated payment scheduling and multi-level approval workflows to ensure precision. We conduct multiple levels of approvals prior to a bill being paid, guaranteeing complete accuracy. Our Commitments tracker within our app includes built-in reminders for upcoming payments and proactive monitoring to prevent late payments and errors. Additionally, all of our bill entry forms feature built-in error detection and validation to ensure accuracy from the very start. You can trust Plumb to handle your financial transactions with the highest level of care and reliability.

  1. What level of customization and reporting do you provide?

Customized reporting is available in addition to our slate of popular weekly and monthly reports.  We offer tailored approval workflows, spending limits, and role-based permissions. Additionally, our robust reporting capabilities include real-time financial insights, categorized expense tracking, and integration with accounting or financial management platforms. We provide the level of visibility and control you require.

Outsourced bill payment services provide significant benefits for UHNWIs, HNWIs, and family offices. By choosing Plumb, you can be confident that your financial transactions are handled with the highest level of security, accuracy, and customization. Our tailored solutions ensure your unique financial needs are met with precision, giving you peace of mind and more time to focus on what truly matters. Let us help you streamline your financial management and experience the convenience and reliability of Plumb’s expert services.

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