ALPHARETTA, GA , December 8th, 2020 – PreciseFP, a client engagement and data gathering
tool, announces an integration with advisor fintech provider AdvicePay.
PreciseFP integrates with leading technology providers servicing the financial services sector to
increase efficiencies at the firm level while providing a better overall engagement experience for
the consumer. AdvicePay is a fee-for-service business solution built specifically for Financial Advisors who expect efficiency, compliance, and security in their billing and payment processes. Financial advisors benefit from invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management.
“Our integration with PreciseFP further delivers on our goal to provide advisors with the tools they need, while driving efficiencies and increasing productivity,” said Alan Moore, CEO and co-founder of AdvicePay. “This integration provides a quick and easy way for advisors onboarding new financial planning clients via PreciseFP, and create records in AdvicePay so that advisors can avoid manual double data entry and get paid even faster.”
The integration is bi-directional, meaning that data can flow from PreciseFP to AdvicePay, and
vice versa. Contact details, including custom contact fields, can be shared between the two
applications, and invoice information is available to be imported into PreciseFP and routed to PreciseFP’s other integration partners as well.
Advisors customize templates within PreciseFP for lead generation, fact finding, or any of their
client engagement needs. PreciseFP templates can then be used to either gather data from, or
present data to the client.
“We’re excited that PreciseFP users can easily onboard their clients onto the AdvicePay system
and efficiently carry out invoicing in a compliant fashion,” said Don Whalen, CEO of PreciseFP.
“Paying the advisor is another stage of the customer journey that advisors can include in their
PreciseFP Pipeline thereby increasing automation, avoiding having things fall through the
cracks, and providing the customer with a world-class experience,” said Whalen.
Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is a fee-for-service business solution built specifically for Financial Advisors who expect efficiency, compliance, and security in their billing and payment processes. Financial advisors benefit from invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.