Wealthbox Integrates with AdvicePay | Wealthbox CRM

Wealthbox Integrates with AdvicePay

September 4, 2019

Today we are thrilled to announce that Wealthbox has integrated with AdvicePay, an innovative payment processor for financial advisor billing in the new fee-for-service movement. Read AdvicePay’s press release here.

AdvicePay is the only billing and payment solution designed for fee-for-service financial planning and Wealthbox is happy to have its CRM technology integrated with this unique service. The integration between Wealthbox and AdvicePay provides advisors with both streamlined operations and expanded choices in how they bill for their services.

For a live demo of the Wealthbox + AdvicePay integration, sign up for our partner webinar on September 26th at 2:00pm ET.

Billing out of the Box

With the AdvicePay integration in this first phase, 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.

Interested in learning more?

Wealthbox and AdvicePay will be hosting a webinar showcasing this integration on September 26th at 2:00pm ET. Sign up here. You can also see Wealthbox + AdvicePay in action at the #XYPNLive conference next week in St. Louis.

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