AdvicePay
AdvicePay is the payment processor built specifically for Financial Planners. AdvicePay simplifies billing by allowing for subscription billing while remaining compliant with custody regulations.
How does the integration work?
The integration with AdvicePay allows you to import and export basic client/prospect information. You are able to customize the integration to import and export custom fields created in your AdvicePay account. Invoice information is also available to be imported to PreciseFP.