JFS Wealth Advisors Adds More Client Value, Creates Efficiency, and Continues Compliance with Bill.com

Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how Bill.com 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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How Friedman+Huey transformed their high net worth offering with bill pay
How Friedman+Huey transformed their high net worth offering with bill pay

“Before Bill.com, bill pay was something to be avoided, now it is something to be marketed.”