We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.
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.
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.
Check out our full HelpDesk article to get instructions on how to connect Salesforce to AdvicePay here.
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.