3d • AdvisorTech
Bill Pay
We are evaluating bill payment options for UHNW clients. We custody with Fidelity and do not want to trigger true custody. We are currently evaluating Bill.com and would love to hear about your experience with them. Alternatively, if you are using a different provider that you like would you please share your thoughts on why you chose that vendor?
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Bill Pay
skool.com/ria-os
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