AdvisorBOB has been directly integrated with both DocuSign and Stripe. Advisors can now create, save, and send out financial plans directly in the AdvisorBOB interface. Client signatures and fees are now able to be collected via DocuSign and Stripe within the AdvisorBOB secure online platform. We have also enabled a Stripe section directly inside the financial plan within AdvisorBOB to help advisors verify client payments and active subscriptions. Check out the System Overview tab for more information on this new feature!
The Financial Plan Page Layout now includes the following sections:
- Details –> General financial plan information can be found here.
- Subscription –> The amount, frequency, and method of payments is stored within this section. Also generating agreements to be signed via DocuSign and the ability to send client emails when collecting payments.
- Stripe –> The payment integration for client billing displays the status of invoices.
- Documents –> This section stores the dates of signed agreements and user notes.
