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Wealthbox + AdvicePay

Connect Wealthbox and AdvicePay to link client records and move quickly between them.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • Wealthbox account

Populate client data with a click

Push information for a Wealthbox contact to AdvicePay to create a new client record that’s ready for billing.

Move seamlessly between platforms

Quickly navigate between AdvicePay and Wealthbox with handy links that take you directly to the client’s record in the other application.

How does it help?

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Eliminate Manual Work

Integrating with Wealthbox eliminates the need to manually enter client information in AdvicePay

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Save Time

Save time by linking client records for speedy application switching

What you can do with AdvicePay + Wealthbox

  • Prevent potential data entry errors and resulting mismatches in client records across platforms
  • Spend less time switching between systems to bill clients

Who is it for?

  • AdvicePay customers who use Wealthbox to manage their client relationships

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Get started with Wealthbox and AdvicePay

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