TROY FlexPay in Wealth Management
TROY FlexPay offers wealth management firms a robust solution to enhance their financial management processes, allowing leaders to focus more effectively on strategic investment decisions and client relationship building. By streamlining tasks such as financial reporting and digital transactions, TROY FlexPay reduces administrative burdens, enabling wealth managers to allocate more time and resources to portfolio management, client engagement, and other critical activities that align with their strategic objectives. This tool not only enhances operational efficiency but also supports the broader goals of wealth management firms by freeing up valuable time and energy for client-focused and growth-oriented initiatives.
Les professionnels de la gestion de patrimoine gagnent du temps et de l'argent avec TROY FlexPay
TROY FlexPay offre une série de fonctionnalités qui permettent aux professionnels de la gestion de patrimoine d'être plus performants en combinant une interface utilisateur conviviale avec des fonctionnalités avancées. Les caractéristiques suivantes font de TROY FlexPay la solution de paiement idéale :
QuickBooks Integration
Effortlessly integrate TROY FlexPay with your QuickBooks data. You can start processing payments easier than ever without disrupting your current workflows or customers.
Detailed Reporting
e know that accurate records are important to the successful operation of any business. TROY FlexPay provides detailed reporting that are easy to customize and can be quickly generated.
Intuitive UI
Quickly assess your invoices in QuickBooks with our user-friendly interface. You can quickly see when payments are due and with a couple of mouse clicks print checks from QuickBooks with ease.
Dedicated Partners
Our development team is actively listening to our customers to learn what is important. We want to know what you need today and tomorrow for you to be successful.
Reduce Administrative Overhead
Remove all the stress and time lost to printing QuickBooks checks. The TROY FlexPay software and our experienced engineers can help you process payments more easily. Freeing up more time to focus supporting your customers and worry less about the costs of processing QuickBooks payments.
Most Secure Payments Available
Your QuickBooks invoices are more secure than ever with TROY FlexPay's fraud resistant MICR toner or secure digital payment options. You gain more security and more financial protection without having to change the way you process QuickBooks invoices.
Outsource the Tedious Tasks
TROY FlexPay can help you move away from managing printers and expensive check stock. Our outsourcing option for check fulfillment helps reduce monthly costs associated with QuickBooks check printing without an expensive contract or commitment. It's a flexible option available to all our TROY FlexPay customers at no additional cost.
Easy Transition to Digital Payments
Upgrade your QuickBooks beyond traditional check printing. Begin your journey to digital payment and reduce the operational costs of check printing. With TROY FlexPay you can process payments with Paper Checks, Digital Checks, or ACH without changing how you work.
Flexible Payment Options
TROY FlexPay allows you to choose the way that works best for your business to process payments. Today it can be traditional paper checks, next week you can outsource check printing to us, and next year you can be fully digital. There are no fees or penalties for changing the way you process a payment. Use what works best for your business that day.