Jay H. Goldfarb, principal at Fortis Management Group LLC, explains how his firm has increased efficiency and convenience with Bill.com.
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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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1:01:49Strengthen Client Loyalty in Times of Change for High Net Worth Clients with wealthmanagement.com
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