Please join us for a SWAG advisor only demonstration of Advicepay the only billing and payment solution designed for fee-for-service financial planning. SWAG has adopted Advicepay as a method to collect credit card and ACH payments, as well as accommodate subscription based planning. During this session, you will have the opportunity to see Advicepay in action, as well as learn how to incorporate it in to SWAG’s financial planning process.

If you are an office who does financial planning or plans to do so, this one is a do not miss!