Modern CRM integrated with billing and payment solutions for fee-for-service financial planning.
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.
“The AdvicePay integration with Wealthbox simplifies and streamlines the billing process for advisors, saving valuable time so that advisors can get paid more quickly.”
CEO of AdvicePay
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