Last week Balance Financial launched a second service, Certified Pro, a new version of its
billpay service. It’s a mix of financial software, training, and tech support that allows Balance’s advisory clients a way to offer personalized services to end users.
While it’s designed primarily for professional bookkeepers and wealth managers, it also has a version geared toward financial advisors and CPAs. Pricing is $49 to $199/mo depending on the version; there is also a free, view-only option.
Certified Pro Services
- Initial and ongoing software training
- Co-branding that includes a branded sign-up page for end users
- Marketing support to generate new leads
- Tech support
- Bill payment services
- Document storage that organizes all client-related files in one place
The service is currently in beta and is being used by selected wealth managers.
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