[Advisors] Tour the Client Portal

Check out this quick video tour of the AdvicePay client portal!


After your client sets up their account, this is what they will see immediately upon logging in to AdvicePay and before you have issued them a request for payment:

This is what your client will see immediately upon logging in to AdvicePay and  after you have issued them a request for payment:

They can then click  Make Payment to pay their invoices! 

Check out this client-facing article that walks them through the process: How to Make a Payment

Want a closer look at what your clients see in AdvicePay? Set yourself up as a test client!

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