Bill Pay/Personal Finance Oversight

Going beyond basic bill pay. We provide the clarity and control your clients need to master their financial lives, giving you a holistic view of their cash flow without the administrative burden.

For Your Clients: A white-glove, highly personalized bill pay service that seamlessly manages the complexity of their lifestyles.
For Your Firm: Offload a time-consuming, high-liability administrative task to a dedicated team of experts.
For Your Practice: Differentiate your offering and deepen client stickiness with a premium, value-added service partner that elevates your offering beyond core investment management.
Our Promise: Rigorous, secure, and accurate processes that ensure timely payments and provide clear, auditable reporting.

Tight Ship Advisors Offers Comprehensive Expense Management & Reporting:

We transform the chaos of daily finances into a clear, strategic asset that reinforces investment & retirement strategy.

Tight Ship provides meticulous oversight and insightful reporting, ensuring you and your clients have a complete understanding of their cash flow.

Consolidated Cash Flow Intelligence:
Too often personal cash flow data is only taken at onboarding or "ballparked". Tight Ship Advisors aggregates all client transactions from all vendors and accounts, delivering expertly reconciled reports allowing them to see not just what was paid, but understand spending trends, forecast cash needs, and make informed decisions with confidence.
Reporting Tailored to Your Client's Life:
No more than the "one-sized fits all" spending platform, generic spending categories don't work for complex lifestyles. We create custom expense categories that provide meaningful insights and actionable information. This tailored approach increases client engagement and delivers the granular detail needed for sophisticated wealth management.
A Portal for Partnership and Transparency:
Strengthen the advisor-client relationship with shared visibility. Our secure digital portal gives your clients real-time access to their expense activity, cash balances, and spending trends. This transparency reduces questions, builds trust, and ensures everyone is on the same page. Efficiency doesn't live in a silo.