Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how BILL helped cut 70% of time in a critical process, while simultaneously adding more value and remaining in compliance with Registered Investment Advisor (RIA) regulations.
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Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform designed with privacy and security in mind.
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Done right, managing bill pay for your high-net-worth clients will make them happier and more loyal.
Why Wealth Advisors and Family Office Firms Need to MakeThat Digital BusinessTransformation Now