Estimated reading time: 1 minute, 9 seconds Debuts Wealth Management Payments has introduced an application for wealth management firms that support high-net-worth clients.  Features include automated bill payments with the software automatically entering invoice details.

The system’s payment options include ACH, check, cards and international wire transfers for business payments with the ability to make same-day or next-day payments. The system maintains privacy for all bank account information and enables remote access for clients with two-step verification utilized when transmitted data is security encryption.

Firms can view information such as to-do lists via an integrated dashboard that also enables them to retrieve document or vendor records and see time-stamped audit-ready trails for every transaction.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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