for Wealth Management

Automate bill pay for your high-net-worth clients

Less manual efforts. More client happiness

Try It Now helps you spend less time on financial busy work and more time on your clients

Save 50% of time on bill pay auto-enters invoice info for your review. Route bills and review notes through your pre-determined approval workflows.

Have multiple, fast payment options at your fingertips

Schedule and send payments by ACH, wire transfer, virtual card, or check. Use expedited ACH options to pay the same day or overnight.

Designed with your clients’ security and privacy in mind

Enable easy access for your clients with 2-step verification. Data in transit is encrypted using industry-standard Transport Layer Security (TLS).

See our AI-enabled platform in action

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