ADVISORY HUB
ADVISORY HUB
CONCIERGE BILL PAY FOR Financial Advisors
CONCIERGE BILL PAY FOR Financial Advisors
CONCIERGE BILL PAY FOR Financial Advisors
CONCIERGE BILL PAY FOR Financial Advisors
A human-led service that helps your clients and their families manage the day-to-day financial work, while giving your firm another way to support the households you serve.
A human-led service that helps your clients and their families manage the day-to-day financial work, while giving your firm another way to support the households you serve.
A human-led service that helps your clients and their families manage the day-to-day financial work, while giving your firm another way to support the households you serve.
Start with one client
Start with one client
Start with one client
No long-term contract. No setup fee
No long-term contract. No setup fee
No long-term contract. No setup fee
Partner with Paytrust
Partner with Paytrust
Partner with Paytrust
Human-led support
Human-led support
Human-led support
No firm-wide rollout required
No firm-wide rollout required
Bill review before payment
Bill review before payment
HOW Paystrust SUPPORT YOUR CLIENT
HOW Paystrust SUPPORT YOUR CLIENT
HOW Paystrust SUPPORT YOUR CLIENT
HOW Paystrust SUPPORT YOUR CLIENT
WEALTH TRANSFER
WEALTH TRANSFER
Help clients involve the next generation in family finances with confidence. Paytrust handles everyday bill management, making it easier for adult children to stay informed and support aging parents.
Help clients involve the next generation in family finances with confidence. Paytrust handles everyday bill management, making it easier for adult children to stay informed and support aging parents.
Learn more
AGING CLIENTS
AGING CLIENTS
Give aging clients and their families added peace of mind with a dedicated human concierge who helps manage bills, keep finances organized, and flag issues that may need attention.
Give aging clients and their families added peace of mind with a dedicated human concierge who helps manage bills, keep finances organized, and flag issues that may need attention.
Learn more
FAMILY OFFICE SERVICE
FAMILY OFFICE SERVICE
Offer personalized bill management and household financial support without the cost of building an in-house family office or adding operational overhead.
Offer personalized bill management and household financial support without the cost of building an in-house family office or adding operational overhead.
Learn more
MORE THAN Bill Pay
MORE THAN Bill Pay
MORE THAN Bill Pay
01
01
01
KEEP THE NEXT GENERATION CONNECTED
KEEP THE NEXT GENERATION CONNECTED
Bring adult children into the household's financial picture.
Bring adult children into the household's financial picture.
KEEP THE NEXT GENERATION CONNECTED
Bring adult children into the household's financial picture.
06
06
06
START WITH ONE CLIENT
START WITH ONE CLIENT
Test the experience before rolling it out more broadly.
Test the experience before rolling it out more broadly.
START WITH ONE CLIENT
Test the experience before rolling it out more broadly.
02
02
02
A HUMAN SECOND SET OF EYES
A HUMAN SECOND SET OF EYES
Add another layer of bill oversight.
Add another layer of bill oversight.
A HUMAN SECOND SET OF EYES
Add another layer of bill oversight.
07
07
07
BUILT FOR FAMILIES CARING FOR A PARENT
BUILT FOR FAMILIES CARING FOR A PARENT
Support the caregivers and adult children your clients rely on.
Support the caregivers and adult children your clients rely on.
BUILT FOR FAMILIES CARING FOR A PARENT
Support the caregivers and adult children your clients rely on.
03
03
03
SUPPORT CLIENTS FACING COGNITIVE DECLINE
SUPPORT CLIENTS FACING COGNITIVE DECLINE
Take over day-to-day work when clients struggle with payments or paperwork.
Take over day-to-day work when clients struggle with payments or paperwork.
SUPPORT CLIENTS FACING COGNITIVE DECLINE
Take over day-to-day work when clients struggle with payments or paperwork.
08
08
08
SUPPORT THROUGH LIFE TRANSITIONS
SUPPORT THROUGH LIFE TRANSITIONS
Help when a spouse is gone or circumstances change.
Help when a spouse is gone or circumstances change.
SUPPORT THROUGH LIFE TRANSITIONS
Help when a spouse is gone or circumstances change.
04
04
04
FAMILY OFFICE SERVICE, WITHOUT BUILDING ONE
FAMILY OFFICE SERVICE, WITHOUT BUILDING ONE
Give HNW households the support they expect without adding operational burden.
Give HNW households the support they expect without adding operational burden.
FAMILY OFFICE SERVICE, WITHOUT BUILDING ONE
Give HNW households the support they expect without adding operational burden.
09
09
09
A CLEAN, CONFLICT-FREE REFERRAL
A CLEAN, CONFLICT-FREE REFERRAL
No referral fees or revenue share.
No referral fees or revenue share.
A CLEAN, CONFLICT-FREE REFERRAL
No referral fees or revenue share.
05
05
MAKE YOUR FEE EASIER TO JUSTIFY
MAKE YOUR FEE EASIER TO JUSTIFY
Add a visible, tangible service clients experience every month.
Add a visible, tangible service clients experience every month.
05
MAKE YOUR FEE EASIER TO JUSTIFY
Add a visible, tangible service clients experience every month.
05
MAKE YOUR FEE EASIER TO JUSTIFY
Add a visible, tangible service clients experience every month.
10
10
10
CONCIERGE SERVICE, HUMAN-LED
CONCIERGE SERVICE, HUMAN-LED
Real people supporting every household, not just an app.
Real people supporting every household, not just an app.
CONCIERGE SERVICE, HUMAN-LED
Real people supporting every household, not just an app.
HOW IT WORKS
HOW IT WORKS
Refer one household, see the experience firsthand, and decide what comes next.
Refer one household, see the experience firsthand, and decide what comes next.
1
1
1
REFER A HOUSEHOLD
REFER A HOUSEHOLD
Introduce a client who could benefit from Paytrust’s support
2
2
2
PAYTRUST SUPPORTS THE HOUSEHOLD
PAYTRUST SUPPORTS THE HOUSEHOLD
Our team handles the day-to-day bill management.
3
3
3
STAY CONNECTED TO YOUR CLIENT
STAY CONNECTED TO YOUR CLIENT
You gain another way to support the household.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How does money move?
You are assigned a named, US-based Concierge who becomes an expert in your financial life. They know your accounts, your preferences, and your payment rules – and they’re reachable by phone.
How does money move?
You are assigned a named, US-based Concierge who becomes an expert in your financial life. They know your accounts, your preferences, and your payment rules – and they’re reachable by phone.
Who has account access?
Who has account access?
What does the client pay?
What does the client pay?
How does a referral work?
How does a referral work?
HAVE A Client IN MIND?
HAVE A Client IN MIND?
HAVE A Client IN MIND?
HAVE A Client IN MIND?
Let’s explore whether Paytrust is the right fit for your advisory practice and how we can better support your clients.
Let’s explore whether Paytrust is the right fit for your advisory practice and how we can better support your clients.
Let’s explore whether Paytrust is the right fit for your advisory practice and how we can better support your clients.
Start with one client
Start with one client
Start with one client
No long-term contract. No setup fee
No long-term contract. No setup fee
No long-term contract. No setup fee
Partner with Paytrust
Partner with Paytrust
Partner with Paytrust