Aquilance
HQ Address
100 Technology Drive, Trumbull, CT 06611, United States
Website Address
Business introduction
Personal bookkeeping, concierge bill payment, cash flow reporting, and multi-entity accounting for families managing complex wealth
Reducing complexity with fully managed execution so you can manage wealth with confidence
Aquilance (formerly My Accountant) was founded to address the complex financial administration needs of families and individuals of wealth. We provide a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, and much more.
Founded in 1987, the firm’s mission continues to be enriching the quality of life of our clients by eliminating time spent on managing family finances and to empower effective decision-making by delivering timely and accurate reports to families and their advisors.
Aquilance Solutions
Aquilance for Financial Advisors
Employed singly or in any combination, our personal financial management and consolidated reporting services perfectly complement your investing and wealth planning capabilities. They simplify and organize your clients’ financial lives and provide clear, detailed reports to help you identify opportunities to expand your relationships and grow your practice. We work with......
business needs
view solutionConsolidated Investment Performance Reporting
As these investments proliferate, it becomes increasingly difficult to gain a clear understanding of overall performance and concentration risks. If fact, some exceptionally affluent investors would be hard pressed to say exactly how wealthy they are on any given day. Our Consolidated Investment Performance Reporting goes beyond more basic services to......
business needs
- Financial Markets Research & Analysis
- Manager Selection, Monitoring & Review
- Qualitative & Quantitative Research
Entity and Partnership Accounting
There are multiple entities in different forms, with different ownership structures that have been created within each family group. Families may have affiliated Trusts, both Revocable and Irrevocable for liability and asset protection, or to assist with estate planning. To protect assets, single-purpose holding companies may have been created. Investment......
business needs
view solutionPersonal Bookkeeping and Billpay
Payment information is generally scattered across multiple accounts, multiple financial institutions, and even distinct physical locations. Lacking clear, detailed, and well-organized cash reports makes it nearly impossible to make truly informed personal spending decisions. To further complicate matters, the demands on your time increase and it becomes more complex to......
