PreciseFP, a client engagement and data gathering tool that launched a decade ago, today announced a bidirectional integration with fee-for-service billing provider 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,” said Alan Moore, CEO and co-founder of AdvicePay.
A client’s 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 securely to PreciseFP’s dozens of other integration partners that are in an advisor’s tech stack. Advisors can also customize templates within PreciseFP for lead generation, fact finding or any of their client engagement needs.
“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.
AdvicePay has had a busy year, having announced a partnership with Cambridge Investment Group, an integration with Envestnet | MoneyGuidePro and agreement with LPL.
PreciseFP has simple and transparent pricing that starts at $60 per month for a solo practitioner.