Aquilance recognized as Winner of Best Billpay Solution for second year in a row at the Eleventh Annual Family Wealth Report Awards
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Do you want peace of mind knowing where your money is going and that all of your bills are paid promptly and accurately?
PERSONAL BOOKKEEPING
Do you want a clear and complete view across all your family limited partnerships, investment companies, trusts, and personal entities?
ENTITY ACCOUNTING
Do you want to understand how every single one of your investments is performing, individually and collectively?
PERFORMANCE REPORTING
Offering a Path to Financial Clarity
Aquilance (formerly My Accountant) was founded in 1987 by Bill Farren and Norb Janis to address the complex needs of highly affluent families by eliminating the time spent on personal financial administration, and by providing timely and accurate reports to inform financial decisions. Our mission, then and now, is to provide additional time and peace of mind to those we serve.
Collaboration
Optimized for Families with Complex Finances
Solely focused on addressing the complex financial administration needs of affluent families, our services are designed to complement those of your wealth manager, CPA, estate attorney, and other trusted advisors, not to replace them.
Care
Proven Process and Experienced People
We combine proprietary technology with a high-touch service model. Your relationship is overseen by a dedicated relationship manager who understands your needs and proactively resolves potential issues.
Capabilities
Fully Integrated, Comprehensive Solutions
We offer an expansive suite of fully integrated services to address every aspect of personal financial administration.
THIS CHANGE CAN REALLY ADD UP
Learn more about how we can help you simplify your personal financial administration.
Client Hours Saved
Transactions Recorded Annually
In Transaction Dollars Annually
WE'VE BEEN WORKING CLOSELY WITH YOUR TRUSTED PARTNERS FOR YEARS
Alliant
Aon
Argonne
BDO
Deloitte
Essential FSI
Eyos Expeditions
First Republic
Globe Tax Services, Inc.
GTM Payroll
HomePay
Hub
Ink&Pixel Agency
Jaclise
JH Mclaughlin
Leaf Planner
Medical Bill Advocate
MFS Capital Advisors
MTM 360
Northern Trust
Pavillion Agency
Rosetti Starr
RSM
Summitas
Sustainability Angels
US Trust
Make an appointment
For more information, sample reports, or a free consultation to assess your needs, please contact us by filling out the form below, or call 800-648-5369, or email info@aquilance.com.