How Advisors Use AdvicePay + Wealthbox to Simplify Payments

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Join us for a previously recorded live webinar to see how the AdvicePay + Wealthbox integration simplifies and enhances the fee-for-service payment process for financial advisors. This webinar will cover:

  1. How AdvicePay’s fee-for-service payment platform enables advisors to securely collect fees for their services, such as financial planning, investment management, and consulting.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can use the integration to send client contacts from Wealthbox into AdvicePay for automatic billing contact creation.
  4. The benefits of the AdvicePay and Wealthbox integration, and how to get started with ease.


Jesse Hoffmann

Business Development Representative


Andrew Ladwig

Director of Business Development


“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

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