AdvicePay announces technology integration with Schwab Advisor Services™

Share Article

Innovative fee-for-service billing and payment technology platform now even easier to access through technology integration with the industry’s largest RIA custodian

“This new technology integration with Schwab will drive efficiencies, helping advisors to be more productive, while enhancing the overall value of the AdvicePay platform for no additional costs.”

AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors announced today a time-saving technology integration with Schwab Advisor Services™ . This integration provides easy, secure access from AdvicePay’s billing and payment technology to the more than 7,500 independent advisors using Schwab’s custodial platform.

As part of this new agreement, advisors working with both AdvicePay and Schwab will benefit from a technology integration enabling single sign-on (SSO) from AdvicePay directly to their custodial platform, Schwab Advisor Center®. Advisors will have the ability to access various pages in Schwab Advisor Center directly from AdvicePay, saving advisors valuable time and making them more productive.

“We are very excited to partner with Schwab to further the fee-for-service financial planning model,” said AdvicePay Co-founder Alan Moore. “This new technology integration with Schwab will drive efficiencies, helping advisors to be more productive, while enhancing the overall value of the AdvicePay platform for no additional costs.”

“We’re pleased to welcome AdvicePay to the growing integration ecosystem available to our independent advisor clients,” said Kartik Srinivasan, managing director, digital product management, Schwab Advisor Services. “The security and efficiencies the solution provides further supports our goal to deliver advisors the tools and technology they need to operate their firms and serve their clients.”

“We look forward to the upcoming Schwab IMPACT conference November 4-7, 2019 in San Diego, CA where we will be exhibiting and demonstrating this unique technology integration, as well as the several other integrations with leading technology platforms that make AdvicePay the go to source for fee-for-service billing and payments,” said Moore.

To learn more about AdvicePay, log onto http://www.AdvicePay.com.

About AdvicePay

Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Timothy Welsh

Shannon Beck
Visit website