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 Envestnet | MoneyGuide. With this integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning work.
PreciseFP is a customizable prospect + client data-gathering tool for financial professionals. This integration is bi-directional, meaning that data can flow from PreciseFP to AdvicePay, and vice versa.
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!
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.
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!
This integration allows you to connect your existing DocuSign account to get financial planning agreements and other documents signed as part of your payment requests or independently.
Financial advisors working with Salesforce and AdvicePay are now able to view account-level invoice and subscription data directly within Salesforce client records.