Our expense management and accounting services are designed specifically for the ultra-high net worth market and work in conjunction with our aggregation services. Our trained and experienced staff review every document for accuracy. Our website is SSL-secured, which helps protect against fraud.
WealthTouch’s proprietary technology platform allows clients to track cash flow and control the bill payment process securely over the Internet. Budgets, year-to-date income statements and other important accounting information, including assets, liabilities and payroll, are also available online for a complete financial picture.
No matter where this information comes from or what currency it is, WealthTouch delivers it to you – quickly, securely and in the format you need.
Of course, there’s more to managing expenses than just paying bills. Ledgers need to be accurate and up to date. Financials need to be readied for tax preparation and client review. Contact us to learn how WealthTouch’s accounting services and reports can help save you time and money.
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