AdvicePay Financial Advisor Community Blog

Announcing the AdvicePay and Salesforce Integration

February 18, 2021 By Erika Madden
Erika Madden

We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.  

_AP Salesforce Blog Image

 

What can I do with the AdvicePay and Salesforce integration?

AdvicePay's Salesforce integration makes it easy to view AdvicePay data within your Salesforce account!

Financial advisors working with Salesforce and AdvicePay are now able to view account-level invoice and subscription data directly within Salesforce client records. Additionally, advisors are also able to add, link, and update AdvicePay information directly in Salesforce, saving time, clicks and improving efficiencies for invoicing and billing, as well as business reporting.

salesforce 1

salesforce 2

As part of this new data integration, AdvicePay’s technology is also accessible within XLR8, a leading financial services Salesforce overlay technology application for independent RIAs.

How does the integration work?

Check out our full HelpDesk article to get instructions on how to connect Salesforce to AdvicePay here.

AdvicePay and XLR8 will be hosting a live webinar demonstrating the integration on Tuesday, March 2nd at 12:00 PM MT.

REGISTER NOW


Ready to see how AdvicePay can help you launch or grow your fee-for-service business?

AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs.  Let us give you a tour of the unique features of the platform and answer any questions you might have about how AdvicePay can work for you.

BOOK A DEMO


 

Posted by Erika Madden

Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Topics: Feature Releases, Integrations