Integrations

Industry Integrations

At AdvicePay, we value our connections and relationships across the financial advising industry, improving the efficiency and business management experience of financial advisors working in a variety of settings and practice models.

Seamlessly Integrate the AdvicePay Platform with the Tools Your Firm Already Uses

bimporter

Easily export your AdvicePay data to Quickbooks, Xero, or Sage One with our B-Importer Integration. Ideal for advisors serving about 15 or more clients, this integration is a fantastic way to improve efficiency.

AdvicePay has a single-sign-on (SSO) integration with Orion. With this integration, you have one-click access to the AdvicePay advisor portal from your Orion platform, faciliating centralized billing of planning fees.

Our integration with Wealthbox allows you to send client contacts from Wealthbox into AdvicePay so that they are automatically created, providing you with streamlined operations when you bill for your services.

AdvicePay has a single-sign-on (SSO) integration with the Schwab Advisor Center. With this integration, you can log in to Schwab directly from your AdvicePay account without providing a username or password!

Within a client record on Redtail, you're able to create a client in AdvicePay or link it to an existing one. From there, any linked clients' AdvicePay invoices sync, allowing you to view them in Redtail!

Hello Sign

Get your client agreement signed and get paid all in one, easy workflow. Now you can handle more of your client onboarding in one system, saving you time and simplifying the process for your clients.

AdvicePay has a single-sign-on (SSO) integration with TD Ameritrade's Veo One. With this integration, you can connect to AdvicePay directly from your Veo platform, saving you valuable time.

Interested in integrating with us? Talk to our Product Team!

Strategic Partnerships

We're proud to work with the following organizations and associations that support advisors who include the fee-for-service model in their practices.

Are you ready to grow your business with AdvicePay?