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Secure Bill Payment and Client Accounting Solutions for Family Offices

For over 40 years Datafaction has offered the security, automation, and workflows Family Offices need to streamline their bill pay and client accounting functions. 

  • Bank-level data security and protocols
  • Multi-entity management with role based permissions
  • Innovative approval workflows and audit trials

AgilLink’s secure bill payment and specialized cloud accounting solution is a key component in helping Family Offices increase controls, scale their operations and provide more holistic services and reporting to their clients.

In a recent nationwide survey,  Family Offices that offered bill payment services reported three clear benefits to their operations:

  • Additional stickiness in client relationships – 62%
  • Ability to provide better insights and planning – 41%
  • Additional revenue – 31%

Firms that offer bill pay services become much more central to their client’s day to day financial health, which lowers the risk of a client leaving. 

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