Business Operations Affinity Benefits

AdvicePay
A compliant billing platform for financial advisors, streamlining invoicing, payment collection and service billing within a secure, easy-to-use system. FSI members receive the Professional Plan ($50/user/month) for the price of the Essential Plan ($10/user/month) for three months.

Alphalytics Research
Subscription-based business cycle insights transforming complex data into actionable intelligence, helping financial professionals make smarter, growth-oriented decisions. FSI members receive a complimentary 6-month membership.

Docupace
A digital platform that streamlines back-office workflows for financial firms, boosting efficiency, reducing risk and enhancing the client experience. FSI members receive 10% discounts on the PreciseFP and Hubly product lines.

Envestnet
Equips independent financial advisors with an integrated platform for investment management, planning, billing, data insights, and more—helping them deliver personalized advice, streamline operations and grow their practices. Envestnet is providing two offers for FSI members 1) a 10% annual discount on BillFin, Envestnet’s simple and cost-effective standalone advisory billing solution and 2) a discounted $10 per month fee for up to 15 clients with Envestnet Payments offering advisors fee-for-service billing via credit card or ACH.

eMoney
A wealth planning platform that enables financial professionals to deliver personalized, goals-based planning at scale through powerful tools and client portals that drive engagement and transparency. FSI members that are new eMoney users receive their first month free on purchase of an annual subscription.

FinancialCareers.org
A platform newly launched by FSI aimed at attracting and informing students, recent graduates and career changers about opportunities in the independent financial services industry. FSI members receive complimentary 30-day job postings through November 2025, with discounted postings following the promotional period.

FinMate AI
FinMate AI is an advisor-focused assistant that captures meeting notes, extracts key client data, and automates follow-ups and CRM updates—reducing administrative work so financial advisors can spend more time on planning and client relationships. FSI members receive a discounted subscription of $35/mo.

Jump
An AI assistant for financial advisors that automates meeting notes, tasks and CRM updates to streamline workflows and boost client engagement. FSI members receive a 5% membership discount.

UNA
A group purchasing organization that helps businesses save money and boost purchasing power through pre-negotiated supplier contracts—competitive pricing with no fees or minimums, plus exclusive discounts and procurement solutions designed to support operational efficiency and bottom-line growth. Current discounts include: American Solutions for Business, Dell, FedEx, National Business Furniture, Office Depot, Ricoh, Shred-it and Toshiba.