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Adobe Acrobat Sign + AdvicePay

Integrate with Adobe Acrobat Sign and send clients your financial planning agreement (or other important documents) to sign digitally.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • AdvicePay Account Owner or Home Office Admin access

  • Adobe Acrobat Sign account

Simplify your client onboarding process

Get a planning agreement signed as part of your client's initial invoice or subscription activation to set them up with everything you need to begin working together.

Manage agreements and invoices in one place

Create document templates that automatically insert key information from AdvicePay – like names, invoice amounts, and due dates. Plus, quickly find and review the agreements and invoices for any client.

How does it help?

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Automate eSignatures

Including Adobe Acrobat Sign in your AdvicePay workflow creates a streamlined experience for collecting digital signatures for clients' financial planning agreements.

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Save Valuable Time

Work faster by accessing templates and client documents in AdvicePay and auto-populating fields with information from your payment requests.

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Stay Organized

Keep everyone organized with a central hub for advisors, reviewers, and clients to find all the documents and invoices related to a client engagement.

What you can do with AdvicePay + Adobe Acrobat Sign

  • Eliminate physical paperwork and scanning by having clients sign their documents and pay invoices online
  • Reduce risk by ensuring that the data in your agreements and payment requests match up – and that every client has a signed agreement in place prior to billing

Who is it for?

  • AdvicePay customers who use Adobe Acrobat Sign to collect digital signatures on client documents

  • Compliance teams looking to ensure every financial planning client has the proper agreement in place before billing or accepting payment

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