Integrations
AdvicePay Integration
Alyssa May
Current clients are interested in integrating a payment processing platform, called AdvicePay. It is a billing and payment solution designed for financial planners and their business needs.
AdvicePay provides users with features like flexible billing options, payment processing, eSignature integration, RIA compliance tools, a fee calculator, and a more customizable client experience.
More information can be found here: https://advicepay.com
Comments
Hi Alyssa,
AdvicePay is high on our radar. It's on our integration list and i'll update you here on timings!
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