Wealth Management Platform Affinity Benefits

Core systems that power financial planning, portfolio management, billing, and advice delivery—forming the foundation of an advisor’s technology stack.

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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.

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.

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.