Bill Pay, General Ledger, Expense and Document Management
We enable advisors to meet the specialized requirements and security demands of UHNW clients.
Our sophisticated financial administration tools help wealthy families manage their financial lives and give advisors a unique opportunity to build additional touch points to enhance the relationships.
Leverage our fully integrated, up-to-the-minute expense management and general ledger accounting service purpose built for the ultra-high net worth individual.
Use our real-time, secure web-enabled portfolio reporting platform that covers all asset classes from multiple custodians and in multiple currencies, and ready on any platform with a “click.”
All our solutions include image integration and advanced document management capabilities, and are designed to operate over the Web on the client’s desired platform, from in-house advisor PCs to the end client’s mobile phone or tablet.