AdvicePay, an all-in-one platform for fee-for-service planning, recently introduced a Reviewer role, allowing users to review a deliverable and its supporting documentation all in one place, and an Attestation feature, verifying that both advisors and reviewers followed a firm’s processes when developing and approving workflows.

Earlier this year, AdvicePay integrated with eMoney to provide a single sign-in for advisors while offering other features that make it easier to navigate between the two platforms. This is in addition to integrations with other leading fintech providers such as DocuSign, Wealthbox, Salesforce and Pontera.

Last year, AdvicePay’s enterprise clients experienced 36% growth in advisors among firms that adopted all modules.