# Bill pay automation for wealth management firms

If you serve ultra-high-net-worth families, you understand that unique needs demand a higher level of service. Our secure, transparent, easy-to-manage bill pay solution helps single family offices, multi-family offices, RIAs, wealth management firms, and accounting firms exceed client expectations.

## Request a live demo

We’ll show you exactly how BILL can help your business.

**I'm with a(n):**  
Business Type  
Small or midsize business  
Accounting Firm

### Which accounting software do you use?
- QuickBooks Online
- QuickBooks Pro/Premier
- QuickBooks Enterprise
- Xero
- NetSuite
- Intacct
- MS Dynamics
- Acumatica
- Blackbaud
- SAP
- Sage (200/300/ERP)
- Freshbooks
- QuickBooks for Mac
- Quicken
- Sage 100
- Sage 50
- Thomson Reuters
- Yardi
- Other
- None
- I don't know

Select your MS Dynamics solution:  
- MS Dynamics GP  
- MS Dynamics 365 Business Central  
- MS Dynamics (AX, NAV, SL, 365 F&O)

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## How BILL meets UHNW client needs

High-net-worth families expect personalized service from partners they trust. Yet many of the people who manage complex day-to-day finances for these clients still rely on outdated or inflexible bill pay solutions—even spreadsheets and paper checks. Bill pay from BILL expands your capabilities, helping you meet UHNW client needs:

- **Top-notch security:** To reduce fraud risk and protect privacy  
- **Transparency and accountability:** See where everything goes and set up detailed approval rules  
- **Multi-entity support:** Manage multiple households, businesses, and individuals from one place  
- **Efficient processes:** Save time with AI-powered autofill, automated processes, and alerts  
- **Flexibility:** Work with any bank and easily conduct international transactions

### Single family office

Elevate security and service—ditch paper checks  
Balance control, flexibility, and automation  
[Learn More](https://www.bill.com/single-family-office)

### Wealth management firms, RIAs, and Multi-family offices

Build stronger client relationships by adding bill pay to wealth management services  
Ensure regulatory compliance with clear user roles and permissions  
[Learn More](https://www.bill.com/multi-family-office)

### Accounting firms with private client practice

Improve internal efficiency  
Expand range of services and scale your revenue  
[Learn More](https://www.bill.com/private-client-practice)

## Frequently asked questions

### Is BILL secure for managing sensitive client financial data?

Yes. BILL is highly secure for managing sensitive client financial data. We prioritize advanced security features to protect your information at every step. BILL employs multi-layered security, including encryption, secure data centers with full redundancy, and strict compliance with AICPA SOC 2 and PCI standards.

### Do my clients have to work with a specific bank?

No. Get the freedom and flexibility to serve your clients more efficiently and in a way that works for you and your clients.
- Our bank-agnostic system lets you serve clients no matter where they bank
- International bill pay support lets you pay in dollars or many other currencies
- Modern, simple interface makes using BILL easy and efficient
- Integrations with top software providers lets you plug and play with your existing system

### Why should we add bill pay to our current set of solutions?

Adding bill pay is a great way to deepen your financial relationship with your clients. Understand how they spend to inform your guidance while providing a highly valued service.
- BILL has experience helping firms navigate security and compliance requirements
- Our turnkey solution, complete with training and support, makes getting started easier
- Gain a greater share of wallet while solving a genuine challenge for your customers

### Are there compliance or SEC considerations for a wealth management firm offering bill pay?

RIAs offering bill payment must comply with the SEC Custody Rule that mandates investment firms have certain best practices in place if they also have custody of clients' funds, as they do when offering bill pay. Fortunately, these practices are often common-sense rules a wealth management firm likely has in place, and they are verified by an exam, not an audit. Our experts can help you learn more about the implications of this rule and how to navigate it.

### I don't offer bill pay today. How should I start?

With dedicated account managers and easy access to support, as well as experience supporting multi-family offices, BILL is a turnkey solution that will enable you to stand up this capability quickly and efficiently. You can trust BILL to have the security and support you’ll need.