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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Brandon Roth, Sr. Product Marketing Manager, breaks down five traps RIAs often fall into when building a tech stack, how to avoid them, and how to build an excellent digital culture in your company.
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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
No one expects disruption in their market, but when it happens, it can be hard for companies—even savvy technology companies—to understand what is happening and catch up with the trends.
How High-Touch Bill Pay Services Can Help RIAs
While there are certain regulatory issues that financial advisors must consider, offering bill pay services to clients is not prohibited; it is a business decision.