AdvicePay
Billing & Compensation
AdvicePay is a platform designed to streamline billing and payment processes for fee-for-service financial planning. AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs. AdvicePay is the payment processor built specifically for Financial Planners. AdvicePay simplifies billing by allowing for subscription billing while remaining compliant with custody regulations. For more information, visit advicepay.com.
Integration
Docupace’s integration with AdvicePay allows for billing and payment invoices to be auto-archived in Docupace overnight.
Integration Benefits:
- Eliminates manual indexing of invoices and agreements to client/rep subfolders.
- Allows for insertion of invoices into Docupace workflow for invoice review processing
- Automatically captures AdvicePay Invoice signers within Docupace
Non-standard integration fees may apply. Please contact us for more information.