Outsourcing Bill Pay: How to Save Time, Gain Clarity & Remain in Control

outsourcing bill pay HNW

Upcoming Webinar: Outsourcing Bill Pay

When it comes to managing household expenses and outsourcing bill pay, accountability is crucial. Learn why TAG Bill Pay is a prefered vendor for top family offices and some of the most wealthy families in the country.

When:

Tuesday, October 29th

7:00AM – 8:00AM (PST)

Via Zoom >> click here to register

About this Event:

Navigating bill payments, tracking expenses and account reconciliations are important details to the overall financial picture of high-net-worth clients. Oftentimes, these accounting tasks become a low priority to financial managers and family offices. It is time-consuming, tedious and they have a high potential for risk.

In this outsourcing bill pay webinar, you’ll learn how TAG Bill Pay can help support your client relationships by being a resource for personal bill management. TAG Bill Pay offers a stand-alone service as an outsourced bill pay partner. We manage the day-to-day financial minutiae, so wealth management teams and the family office can focus on the overview view.

Topics to include:

  • Benefits to financial managers & family offices
  • How outsourcing bill pay works: set-up, process & white glove customer service
  • Customizable services & client-driven cash flow reports
  • Security measures, technology and task management software
  • How much does it cost? Fixed fee pricing and set-up costs

We hope you can join us for this online event.  There will be time for questions and answers. If you cannot attend the time listed, please reach out to us to schedule a time to chat!

Contact TAG

Learn More:

Want a personalized quote for our bill pay services?

Fill out this questionnaire and we’ll be in touch to give you pricing for your request.

Bill Pay Services: New Client Questionnaire

Please complete the following information to the best of your knowledge to assist us in preparing a proposal for services. The information provided should just entail the assets and transactions that would be tracked by TAG if engaged.

Photo credit: Photo by Artem Beliaikin on Unsplash