Aquilance, The Premier Financial Administration Services Provider, Would Like to Welcome Northwestern Mutual
We are excited about our partnership with Northwestern Mutual to provide our Personal Bookkeeping and Bill Pay services to clients of Northwestern Mutual Private Client Group Advisors.
If you are a client of Northwestern Mutual Private Client Group Advisor and would like to learn more about our Personal Bookkeeping and Bill Pay services for your needs, please reach out to NorthwesternMutual@Aquilance.com Please share the name and email address of your Northwestern Mutual PCG Advisor and their firm when you reach out.
We look forward to serving you!
Northwestern Mutual is not affiliated with or endorsed by Aquilance.
Northwestern Mutual is a registered investment adviser.
A fully integrated, comprehensive suite of solutions.
Created specifically to address the complex, multifaceted needs of highly affluent families, our suite of services simplifies the administration of your personal finances and provides you and your advisors with the detailed reports needed to make well-informed budgeting, planning, and investing choices.
Our professionals maintain long-term working relationships with our customers which, in many cases, go back decades. These relationships allow us to offer an unparalleled level of personalized service and detailed financial history. Whether the goal is to alleviate an already hectic schedule, or to make important decisions, we can help you.
Far too many affluent families don’t have an accurate answer to a simple question…
Real estate executive
Net Worth: $50M+ / Annual Income; $7.5M+ / Annual Spending: $4M+
Problem
Client was constantly late on payments or making duplicate payments, getting late and shutoff notices, incurring late fees, interest, and penalties all of which were negatively affecting their credit rating. There were also regular interruptions at work to resolve billing issues with vendors.
Solution
The client’s tax accountant recommended utilizing Aquilance’s Billpay and Personal Bookkeeping services to handle their bill payment. We had the client forward all their bills to us for direct payment, and ever since this transition there have been no more late payments, penalties, or interest charges. We’ve managed to improve and maintain the client’s topnotch credit rating, as well as assist the tax accountant by providing organized, timely reports for use in tax prep.
About Aquilance
Aquilance was founded to address the complex financial administration needs of families and individuals of wealth.
Currently serving hundreds of families, we provide a diverse range of services, including personal bookkeeping and bill pay, and more. Founded in 1987, the firm’s mission continues to be enriching the quality of life of our clients by eliminating time spent on managing family finances and to empower effective decision-making by delivering timely and accurate reports to families and their advisors.
Optimized for Families With Complex Finances
Created to address complex financial administration needs, our services complement those of your wealth manager, CPA, estate attorney, and other trusted advisors.
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.
Fully Integrated, Comprehensive Solutions
We offer an expansive suite of fully integrated services to address every aspect of personal financial administration.