Through a single-sign-on integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning work they have completed, are in process with, or are just beginning the client relationship.
MoneyGuide is the industry’s financial planning software platform, providing scalable solutions through its innovative configurations, including MoneyGuideOne, MoneyGuidePro, MoneyGuideElite, and MyBlocks. As the industry continues to move towards alternative fee arrangements outside or alongside AUM billing methods, AdvicePay provides a customised, compliant payments platform to enable fee-for-service billing arrangements such as subscription models, retainers, and one-time fees. Through this single-sign-on integration, advisors will be able to directly implement billing through AdvicePay while working in MoneyGuide.
Every day we send out a free e-mail with the most important headlines of the last 24 hours.
Subscribe now
We welcome comments that add value to the discussion. We attempt to block comments that use offensive language or appear to be spam, and our editors frequently review the comments to ensure they are appropriate. If you see a comment that you believe is inappropriate to the discussion, you can bring it to our attention by using the report abuse links. As the comments are written and submitted by visitors of the The Paypers website, they in no way represent the opinion of The Paypers.