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.

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

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

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.

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.