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Submitted URL: https://tracker.penningtonptrs.com/
Effective URL: https://aquilance.com/
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Effective URL: https://aquilance.com/
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Skip to Content Skip to navigation Site map Footer Content: Our Mission, Recent Insights, and Contact Info * Toggle High Contrast * Toggle Font size * * * Home * Working With Us * Our Team * Our Approach * Technology and CyberSecurity * Our Clients * Individuals * Family Offices * Corporate Executives * Athletes & Entertainers * Client Testimonials * Services * Our Services * Personal Bookkeeping and Billpay * Entity and Partnership Accounting * Consolidated Investment Performance Reporting * Additional Services * FAQs * Insights * Articles * In the News * Webinars * White Papers * Contact * For Financial Advisors Aquilance recognized as Winner of Best Billpay Solution for second year in a row at the Eleventh Annual Family Wealth Report Awards Click here to learn more PLAY PAUSE We’re about much more than paying bills, we’re about financial clarity. Your finances are complex. We can help you simplify them. Personal service is at the heart of our business. Your time is limited. We can help you maximize it. Important decisions well informed. Your life is evolving. We can help you adapt. MORE TIME. BETTER INFORMATION. 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 GREATER CLARITY. MORE CONTROL. DO YOU WANT A CLEAR AND COMPLETE VIEW ACROSS ALL YOUR FAMILY LIMITED PARTNERSHIPS, INVESTMENT COMPANIES, TRUSTS, AND PERSONAL ENTITIES? ENTITY ACCOUNTING CONSOLIDATED REPORTING. EMPOWERED DECISIONS. 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. Request a Consultation 80 CLIENT HOURS SAVED 80 TRANSACTIONS RECORDED ANNUALLY 80 IN TRANSACTION DOLLARS ANNUALLY DON'T JUST TAKE OUR WORD FOR IT WHEREVER LIFE TAKES YOU, BRING AQUILANCE. 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. Δ Our Mission: To enrich the quality of our clients’ lives by providing evolving financial administrative solutions to enduring problems, to eliminate the time spent on managing family finances and to empower effective decision making by delivering timely and accurate consolidated reports to families and their advisors. RECENT INSIGHTS * Aquilance Appoints John Carey as New CEO June 24, 2024 * Aquilance recognized as winner for second year in a row by Family Wealth Report for “Best BillPay Solution” June 23, 2024 * Should Your Wealth Plan Include an Entrepreneur’s Trust for Your Children? June 19, 2024 CONTACT INFO * Headquarters:100 TECHNOLOGY DRIVE, SUITE 203 TRUMBULL, CT 06611 * Phone:800-648-5369 * Email:info@aquilance.com * STAY IN TOUCH Sign up for our e-newsletter We don’t share your information with anyone. Read our PRIVACY POLICY for more details. © 2024 Aquilance, LLC | All rights reserved | Site strategy and design Ink&Pixel Agency Search * Home * Working With Us * Our Team * Our Approach * Technology and CyberSecurity * Our Clients * Individuals * Family Offices * Corporate Executives * Athletes & Entertainers * Client Testimonials * Services * Our Services * Personal Bookkeeping and Billpay * Entity and Partnership Accounting * Consolidated Investment Performance Reporting * Additional Services * FAQs * Insights * Articles * In the News * Webinars * White Papers * Contact * For Financial Advisors * * May we use first party cookies to track your activities? We take your privacy very seriously. Please see our privacy policy for details and any questions.Yes No