Wealthbox + AdvicePay

Modern CRM integrated with billing and payment solutions for fee-for-service financial planning.

Overview

AdvicePay manages billing and payment for fee-for-service advisory businesses. The integration with Wealthbox allows you to send client contact information from Wealthbox into AdvicePay so that clients are automatically created. Once your client in AdvicePay is linked to Wealthbox, you can then click on a link in the client’s profile to quickly visit their Wealthbox contact page.

Wealthbox users can use “Send To” from the Contact Record page in Wealthbox to create clients in AdvicePay. Once clients are created in AdvicePay, they are linked between the two systems, so any future “Send To” will direct the user to that client in AdvicePay.

An activity stream post will be created in Wealthbox that shows the client has been created in AdvicePay. Clicking the link will allow the user to go directly to that client’s page.

AdvicePay users will also benefit from a link back to Wealthbox for any clients they have linked. With one click, they can return to that client’s Contact Record page in Wealthbox.

Recorded webinar

Expanding Your Firm to Serve Next-Gen Clients Profitably

View recording

Help Center article

Help Center Article

View article

Set up in Wealthbox

Enable in Wealthbox

Open settings

Blog post

Wealthbox Integrates with AdvicePay

Explore more integrations

“The AdvicePay integration with Wealthbox simplifies and streamlines the billing process for advisors, saving valuable time so that advisors can get paid more quickly.”

Alan Moore, CEO of AdvicePay

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo