Improve your financial advisors’ effectiveness by streamlining the wealth management back-office, automating AP and providing extensive reporting.
Take control of spend across properties and categories with this all-in-one wealth management software, automating and streamlining manual tasks that plague the efficiency of financial advisors every single day. Let machine learning do the heavy lifting, helping you process invoices and expenses automatically while flagging all instances of vendor overbilling and staff expense policy errors.
Scale clients’ private wealth or family office by focusing on more value-add tasks than back-office admin functions. Digitally onboard and monitor vendors such as gardeners and caterers. Let internal and external staff record time and create expense reports and invoices through the integrated e-billing portal.
Access real-time analytics reports that provide a detailed picture of all spend, categorized with the ability to compare vendors, spend categories and more from an always up-to-date source of truth, fueling key business decisions and providing exportability for sharing financial reports with clients and auditors.
Gone are the days of manually reviewing and processing invoices and expense reports, spending hours better utilized elsewhere.
Instead, our wealth management software connects to your email inbox, pulling invoices directly to be auto-reviewed and processed.
ExpenseCore Wealth is created for finanical advisors, private banking, family offices and other wealth advisory firms or wealth managers looking to simplify their AP.
Review invoices with rules-based automation, taking invoices from received to approved and paid.
Create expense reports that are automatically checked for their compliance to expense policy.
Onboard vendors and staff with built-in risk monitoring to detect malicious and irregular behavior.
Access real-time spend metrics across properties, vendors, staff and other categories of spend.
Have vendors and external staff submit digital invoices through the integrated e-billing portal.
Auto-parse documents such as K1s and invoices into the system from email, PDF, Excel and more.
Process invoice payments using a plethora of gateways, including Venmo, PayPal, ACH and more.
API into bank account(s) and pull expense records into the system to reconcile accounts for reports.
Integrate the platform with other tools such as QuickBooks, Intacct and other accounting software.
Centrally manage all wealth management tasks and processes, replacing paper, PDFs and Excel.
Track and analyze spend with real-time reports that offer in-depth overviews and comparisons
Streamline the AP process by using rules-based automation to review all invoices and expenses.