Integration

    AdvicePay and Volty

    Fee-only and hybrid advisory firms on AdvicePay let Volty answer clients about planning fee charges, paid dates and the next billing, while advice stays with advisors.

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    Updated

    Did my fee go through

    A client asks about a charge. Volty reads the invoice in AdvicePay.

    LP

    Linda Patterson

    Email · Client

    Hi, I saw a charge from your firm on my card. Is that the quarterly planning fee?
    AdvicePay invoicesLinda Patterson · INV-1187 · Quarterly planning fee · $750 paid 2 Nov
    VoltyHi Linda, yes. That's your quarterly planning fee of $750, paid on 2 November. The next one is scheduled for 1 February. Would you like a copy of the invoice?
    Yes please
    VoltyI've asked Daniel's assistant to email it to you today.

    AdvicePay invoice

    INV-1187

    Paid
    Client
    Linda Patterson
    Fee
    Quarterly planning
    Amount
    $750
    Next invoice
    1 Feb 2027

    Invoice status and schedule as AdvicePay records them

    What Volty does with AdvicePay

    AdvicePay is fee billing and payment processing software for financial advisors. Volty reaches AdvicePay through its OAuth public API, which AdvicePay offers on its Enterprise plan. Clients ask whether their planning fee went through or when the next one is due, and Volty answers from their own billing record and passes anything about advice to the advisor.

    • Invoice status from AdvicePay

      Volty reads the client's invoices and payments before it answers.

    • Matched to one AdvicePay client

      Volty finds the client record first, then reads only that client's invoices.

    • Advice stays with the advisor

      Questions about investments or planning go to a named advisor.

    • Invoices drafted, never sent

      A draft invoice goes to the home office or advisor to review and send.

    A financial advisor leaning over a table to show a document to an older man and a woman, with two more clients waiting on a sofa behind.
    Advisors stay with clients while Volty handles invoice questions.

    Which invoices are open

    Staff ask Volty in the team chat.

    Practice team

    Volty · Team chat

    K

    Keisha

    Which planning invoices are still unpaid this month?

    AdvicePay invoicesNovember · 3 invoices open · $2,850

    VoltyAPP

    Three are open, $2,850 in total: the Hendersons ($1,200), Omar Siddiqui ($900) and Grace Liu ($750). All were sent on 1 November.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Open invoice follow-up

    1. When

      Friday afternoons

      Runs after the week's billing

    2. Step 1

      Lists open invoices

      Older than 10 days

    3. Step 2

      Emails each client

      Wording your compliance team signed off

    4. Step 3

      Routes the replies

      Fee disputes go to the advisor

    A man in a knit sweater on an armchair at home reading his phone, beside a stack of papers and a mug.
    A client asks about an invoice and hears it read from AdvicePay.

    How Volty connects to AdvicePay

    AdvicePay's public API uses OAuth 2.0 with bearer tokens, and AdvicePay makes API access available on its Enterprise plan. A firm admin authorizes Volty, and the connection reads the clients and invoices you agree.

    1. 01

      Confirm API access

      Your firm needs AdvicePay's Enterprise plan, where API access is offered.

    2. 02

      Authorize over OAuth

      A firm admin signs in to AdvicePay and grants Volty access.

    3. 03

      Limit the scope

      Clients, invoices and payment status; agreements and advice notes stay out.

    4. 04

      Approve and set switches

      An admin approves once in Volty. Drafting an invoice starts Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find the client in AdvicePayReads
    • List a client's invoicesReads
    • Read paid date and next billingReads
    • Draft an invoice for reviewChanges

    Reading tools can be turned on straight away. Anything that changes AdvicePay starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Does AdvicePay offer API access on every plan?

    No. AdvicePay describes API access as part of its Enterprise plan. The public API uses OAuth 2.0, so a firm admin signs in to AdvicePay and authorizes the connection. Volty then reads only the clients and invoices agreed during setup.

    Will Volty discuss investments or fee changes with clients?

    No. Volty tells a client what was billed, when it was paid and when the next invoice is scheduled. Questions about advice, fee levels or the agreement itself go to the advisor on record. Volty does not give financial advice, and your firm stays responsible for its client communications and records.

    Can staff ask which planning fees are unpaid?

    Yes. In Volty's team chat, staff can ask for open invoices for the month and get the client names, amounts and send dates read from AdvicePay. Nothing is sent to clients from that answer unless someone asks.

    How much does it cost to connect AdvicePay with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

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