Integrations

AdvicePay Integration

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

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  • Official comment

    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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