LOGIN
Website Image - MoneyGuide Icon - Integrations AdvicePay-Logo-IconApp-Evergreen-SVG

MoneyGuide + AdvicePay

Connect with MoneyGuide to enable single sign-on (SSO) and login directly to AdvicePay from the MoneyGuide platform.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • MoneyGuide account

Launch AdvicePay seamlessly

By connecting with MoneyGuide, you can effortlessly lauch AdvicePay to initiate the billing process for financial planning work

What you can do with AdvicePay + MoneyGuide

  • Save time switching between applications by launching AdvicePay, without providing a username and password

Who is it for?

  • AdvicePay customers who use MoneyGuide to support their clients

  • Teams looking to streamline the advisor experience with your tech stack

Explore Other Integrations

Wealthbox-Logo

Wealthbox + AdvicePay

Wealthbox + AdvicePay
bimporter

Quickbooks Online + AdvicePay

Quickbooks Online + AdvicePay
PreciseFP

PreciseFP + AdvicePay

PreciseFP + AdvicePay

Get started with MoneyGuide and AdvicePay

GET STARTED BOOK A DEMO