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 keep up with the bills as you acquire vacation homes, art collections, vehicles, yachts, aircraft, and the staff to maintain them.

Our Personal Bookkeeping and Billpay Service is designed for people like you. Aquilance aggregates all your spending and payment information into one set of comprehensive books. That includes checks and debit card charges from your personal account, every one of your credit card transactions, and any other payment accounts you have. That invaluable information provides you — and if you wish it, your wealth advisor — with a clear picture of your liquidity needs and allows you to make concrete financial decisions.