Advisors will be able to automatically sync client information across both platforms, saving time and costs while expediting the payment process
BOZEMAN, MT | NOVEMBER 07, 2019
AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, announced today a new client data integration with the leading provider of client relationship management (CRM) solutions for financial services firms, Redtail. This new capability eliminates the manual steps advisors previously used in their billing processes, saving time and improving accuracy, all of which helps advisors better manage their billing and payment processes.
“Technology integrations are extremely important in helping advisors optimize their technology, while creating efficiencies for productivity,” said AdvicePay Co-founder Alan Moore. “This new integration with Redtail will simplify and streamline the billing process for advisors so that advisors can get paid more quickly.”
This new integration enables advisors to sync client data across platforms and, through a single click, access that data in both platforms. Redtail users can map and send client information from Redtail to populate AdvicePay and immediately start the billing process. Additionally, Redtail users will be able to view AdvicePay invoices in Redtail in the same client record.
“We are pleased to be integrating with AdvicePay to provide Redtail users easier access to the platforms that they use every day in their businesses,” said Brian McLaughlin, CEO at Redtail Technology. “Eliminating manual re-entry of data, particularly for common processes, saves advisors time and improves accuracy across platforms.”
“We are delighted to work with Redtail as another of our many integration partners,” said Moore. “As the fee-for service model gains momentum, we will continue to invest in the platform to make AdvicePay even more useful to helping advisors grow their businesses.”