Financial Health Center Total Expense Management
With Financial Health Center Total Expense Management, you can:
- Have all bills handled quickly, easily, efficiently and cost-effectively at one online location, without the hassles of writing and mailing checks
- Review all bills in one view, including both electronic and paper bills
- View combined bank account information
- Maintain complete control, establishing directions for who to pay, how much, when and from which accounts, with manual authorization and automatic or recurring payment options
- Work with a highly-trained, experienced Family Office team member
- Pay those who don't normally send a bill, like a babysitter, gardener or friend
- Pay different bills using different bank or brokerage accounts with check-writing privileges
- Keep track of records, with every bill stored online for a year and a year-end CD-ROM showing all bill images for the year
- Preserve privacy and security, using state of art encryption, firewall technology, and password restricted access
- With each bill, you can choose recurring or automatic payment with alerts based on rules you set
- Track activities by payee, category, date or amount
- Designate bills for recurrent payment or automatic payment with rules set by you
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