Asset Vantage Brings Its Ultra-High-Net-Worth Clients AP Standardization and Enhanced Security With BILL

Chirag Nanavati, Managing Director at Asset Vantage (a UNIDEL company), discusses the value of integrating automated bill pay into financial management workflows for family offices.

His company, Asset Vantage, offers a premier performance reporting and general ledger platform and counts 300+ ultra-high-net-worth families (UHNW) and accounting firms as clients.

In this case study, he explores:

  • AP inefficiencies and security concerns.

  • The importance of bill pay automation. 

  • How BILL “tightens up AP loose ends” while giving family offices the ability to scale.

  • Why family offices and multi-family offices that move to digital operations will have an upper hand during the Great Wealth Transfer.

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