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DocuSign + AdvicePay

Connect DocuSign to send your ongoing financial planning agreement (or other important documents) to clients for eSignature.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • AdvicePay Account Owner or Home Office Admin access

  • DocuSign account

Quickly onboard new financial planning clients

Get your clients set up with everything you need to begin working together by getting a planning agreement signed as part of their initial invoice or subscription activation.

Manage agreements and invoices in one place

Set up your document templates to automatically insert information from an AdvicePay invoice – 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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Refine Your Processes

Integrating DocuSign in your AdvicePay workflow creates a streamlined experience for requesting eSignatures from your financial planning clients.

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Save Valuable Time

Easily save time by accessing document templates in AdvicePay and auto-populating fields with information from your payment request.

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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 + DocuSign

  • Eliminate paperwork by having clients sign and pay 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 DocuSign to send documents to clients for eSignature

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

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Get started with DocuSign and AdvicePay

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