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
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 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!
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.