Balance is a SaaS based provider of professional grade financial technology solutions.
We help CPAs, financial advisors, bookkeepers and private bankers better attract, engage & service their clients with simple, efficient & collaborative technology.
Our commitment to financial professionals is to offer the widest array of integrated solutions that cost less than anyone else and with in-depth support to help get the most out of our technology.
Balance has a solid team, a mature product and serves thousands of users nationwide.
Specialties
Daily Money Management, Personal Bookkeeping, Bill Pay Services, Personal finance software
Balance Financial Activity on LinkedIn
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Balance Financial added a new product: Balance Bill Pay -
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Balance Financial added a new product: Balance Client Portal & File Sharing
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Balance Financial added a new product: Balance Portfolio Reporting
