White Labeled Client Portal
Customized personal finance software & services.
Perfect For RIAs
Balance works with wealth managers and family offices around the country to provide or power their family office services such as bill paying services, personal bookkeeping, expense tracking, mail management and other daily money management services. “For us it is a big plus to have help managing our client's cash flow… We need to keep track of what our clients are making and spending. With Balance Financial, we can keep track of it… A big part of our service is monthly and quarterly cash flow management… with this services it accelerates the process.” Financial Advisor
Account Aggregation
Through our partner at Yodlee, Balance gives you and your client the ability to connect and manage all of your financial accounts from one place. Balance can help create categorized expense reports, prepare cash flow forecasts and track custom spending reports. 
Cash Flow & Expense Tracking
Balance helps RIAs with reporting, operations and forecasting overall by organizing & maintaining custom reports and spending data on each client. Use Balance software on its own to improve customer engagement or add one of our Certified Personal Bookkeepers for an even better service experience for your client and a time saver for your firm.
Bill Payment Services
Does your firm currently offer or ever have requests for bill payment and personal bookkeeping type services? Balance gives you the capability to deliver family office style services in a highly efficient, cost effective manner that gives your clients a fantastic experience at the same time. Compliance Friendly
Our team has worked with experts in the financial industry to ensure Balance takes the latest changes to custody and client management into account. Our most basic account is locked as View-Only and puts the client in total control. For MFOs that are looking for a better way to provide family office service and bill payment to clients, Balance makes the service more manageable while delivering a far superior client experience and overall better results.
