Who are we
Bill Butler is the future for financial advisors, and your tool in combating Robo Advisors. We can help you gain previously unprecedented access to your client’s finances; allowing you to provide the insight to attract and retain your clients. We take the hassle out of cash flow management and forecasting so you can focus on what you do best. Bill Butler brings together best practice personal finance thinking with innovative financial services platforms. It leverages off technology to provide efficient, secure, affordable and managed personal finance services which ensure the must have tasks are managed and money is optimised.
Who are we
Bill Butler is the future for financial advisors, and your tool in combating Robo Advisors. We can help you gain previously unprecedented access to your client’s finances; allowing you to provide the insight to attract and retain your clients. We take the hassle out of cash flow management and forecasting so you can focus on what you do best. Bill Butler brings together best practice personal finance thinking with innovative financial services platforms. It leverages off technology to provide efficient, secure, affordable and managed personal finance services which ensure the must have tasks are managed and money is optimised.
Benefits available to Financial Advisors
More productive Financial Advisors
- On demand client reporting
- Administration work done on your behalf
- Frees up Financial Advisor so they can focus on providing strategic advice and identifying additional products for the client
Increased profitability
- Holistic view of client financial lifestyle across all accounts and expenses
- Provides more opportunities for upselling and cross-selling
Become a partner today
How Bill Butler Works
Bill Butler takes the stress, and the time, out of managing your finances. As part of our simple step set-up process you simply redirect your pay into your client bank account and we take care of the rest.
Benefits available to your clients
Benefits available to your clients
Features avaliable to your clients
Bill Payments
We take the stress, and time, out of managing your bill payments. As part of our service, we redirect all of your bills to your Butler who ensures your bills are paid on time every time, reducing late fees and interest charges. You can have confidence it is all being sorted, without having to lift a finger.
Cash Flow Management
A holiday? A new car? Even just groceries? Our cash flow management system means you will always have the money to do the things you want without having to rely on credit cards. As part of our service we work out exactly how much money you need, and when, and ensure it is readily available.
Strategic Insight
Move the dial on your finances, get real-time feedback and see where you are spending your money. At Bill Butler, we know feedback, and transparency, is the key to any good financial plan. You always have complete control and transparency over your finances, this allows you to make those small financial changes which will benefit you for years to come.
Cash Flow Forecasting
With easy to use portals you can see exactly where you will be financially in the future. You will have peace of mind knowing you are hitting your goals, and are on track to achieve your dreams. At every stage your Butler will have developed your financial forecast, allowing you to see what your finances should look like in 12 months’ time. This allows you, or your financial adviser, to focus on the strategic decisions of how you want to grow your wealth.
Referral Partner Packages
Professional
Executive
Note: Fee includes fair use -15 transactions/month inclusive in Professional package – averaged over 3 months.
Referral Partner Discounts
Following our philosophy of more time for you, we focus on providing value for all our referral partners. As part of our partnership we provide the following:
- A dedicated campaign focused on identifying your clients, their readiness for additional services and customer satisfaction levels
- Marketing campaigns providing you with strategic insight on your customers
- Dedicated marketing collateral ensuring your clients have the right information at the right time
- Professional sales staff who will be able to contact all of your clients on your behalf to sell Bill Butler
If you were to run a similar campaign agency fees and staffing costs would see you have to invest more than $11,000.
