Solution introduction
Bill pay automation for wealth management firms
If you serve ultra-high-net-worth families, you understand that unique needs demand a higher level of service. Our secure, transparent, easy-to-manage bill pay solution helps single family offices, multi-family offices, RIAs, wealth management firms, and accounting firms exceed client expectations
How BILL meets UHNW client needs
High-net-worth families expect personalized service from partners they trust. Yet many of the people who manage complex day-to-day finances for these clients still rely on outdated or inflexible bill pay solutions—even spreadsheets and paper checks. Bill pay from BILL expands your capabilities, helping you meet UHNW client needs:
- Top-notch security: To reduce fraud risk and protect privacy
- Transparency and accountability: See where everything goes and set up detailed approval rules
- Multi-entity support: Manage multiple households, businesses, and individuals from one place
- Efficient processes: Save time with AI-powered autofill, automated processes, and alerts
- Flexibility: Work with any bank and easily conduct international transactions
