HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
…Insurance Company. 600 Dresher Road, Horsham, PA 19044, 800-873-7637, www.htk.com. Contacts AdvicePay Shannon Beck 406-412-2047 shannon@advicepay.com Media Inquiries Timothy Welsh Nexus Strategy, LLC 415-847-4874 tim@nexus-strategy.com HTK Stephanie Kensy 215-956-8337 skensy@htk.com…
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
…exclusively for financial professionals, announced today that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated technology platform. As…
AdvicePay Launches New Fee-for-Service Billing and Net-of-Fees Performance Reporting Through Integration with Panoramix
…under the name Panoramix Financial. For more information on Panoramix connect with us at www.PanoramixFinancial.com. Contacts: AdvicePay Shannon Beck 406-412-2047 shannon@advicepay.com Media Inquiries Timothy Welsh Nexus Strategy, LLC 415-847-4874 tim@nexus-strategy.com…
AdvicePay Ranks No. 636 on the 2022 Inc. 5000 Annual List
…can be found at http://www.inc.com/inc5000. The top 5000 companies are featured in the September issue of Inc. magazine, which will be available on August 23. “The accomplishment of building one of…
AdvicePay Receives Industry Critical SOC 2 Type II Attestation
…successfully completed the SOC 2 Type II examination and audit. We take security very seriously, and it is imperative that the financial professionals who use our product can trust us…
AdvicePay Surpasses 1 Million Transactions on its Fee-for-Service Platform
…complete, compliant partner for fee-for-service planning. “This milestone signifies that fee-for-service financial planning is not just a trend; it represents a significant revenue growth opportunity for advisory firms and enterprises….
Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy
…professionals to work with clients in new ways, outside of the AUM or commission approaches,” said veteran financial advisor and AdvicePay co-founder Michael Kitces. “This not only helps align the…
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Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models
…financial planning revenue, including up-to-date compliance and data security management, all in one unified platform. Contacts: AdvicePay Shannon Beck 406-412-2047 shannon@advicepay.com Media Inquiries: Timothy Welsh Nexus Strategy, LLC 415-847-4874 tim@nexus-strategy.com…
Kitces, Moore crowdsource $2M to fund next payment tool | FinancialPlanning.com
Cetera Advances the Advice-Centric Experience® With Fee-for-Service Offering for Advisors | Cetera.com
AdvicePay Lands First Enterprise Client | WealthManagement.com
The Latest In Financial Advisor #FinTech (March 2019) | Kitces.com
Could a Videogame Developer Change Your Practice? The ScratchWorks’ fintech competition announces its season two semi-finalists…| WealthManagement.com
AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations
…compliance of fee-for-service financial planning so advisors can get paid for their advice, announced today that it has launched new integrations with eMoney, a leading provider of technology solutions that…
Press Release: AdvicePay Announces Orion Integration
…hybrid business models that combine AUM and financial planning fees… but have never had an efficient system to bill standalone planning fees,” said AdvicePay Co-Founder and industry leader Michael Kitces….
AdvicePay announces technology integration with Schwab Advisor Services™
…directly from AdvicePay, saving advisors valuable time and making them more productive. “We are very excited to partner with Schwab to further the fee-for-service financial planning model,” said AdvicePay Co-founder…
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
New partnership will allow Valmark Member Firms to modernize and simplify the billing process for financial planning services and better serve clients’ changing needs BOZEMAN, MT | NOVEMBER 4, 2019…
Guardian Life’s Park Avenue Securities Selects AdvicePay to Automate Fee-for-Service Financial Planning Billing Processes
…today that Park Avenue Securities, a wholly-owned subsidiary of The Guardian Life Company, has selected AdvicePay to help financial professionals who are transitioning their advice strategy to a fee-for-service, financial…
AdvicePay Expands Further Into Enterprises With Salesforce Integration
…the billing process itself – one that is largely automated for commission and AUM compensation models, but until AdvicePay, it was not feasible for most advisory firms, especially enterprises operating…
Private Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates
…advisors under Enterprise contract, in addition to 750 Basic and Professional users at independent RIAs, and AdvicePay has a rapidly growing pipeline of additional Enterprise deals pending in the coming…
AdvicePay Promotes Kelsey Lewis to President
Lewis will work closely with CEO and founder Alan Moore to execute the firm’s short- and long-term plans. BOZEMAN, MT | May 08, 2024 AdvicePay, the industry-leading platform for processing…
AdvicePay Earns Third Consecutive Spot on Inc. Magazine’s ‘List of 5000 Fastest-Growing Private Companies’
…and the 195th among the nation’s fastest-growing software companies. “Being recognized as one of the fastest-growing private companies in the nation for three consecutive years is an incredible honor,” said…
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
…component of fee-for-service clients alongside the traditional AUM model, making AdvicePay a strategic imperative for enterprise organizations looking to scale the billing and payments of fee-for-service as smoothly as their…
AdvicePay and Wealthbox Announce New Technology Integration
…exclusively for financial advisors, announced today a new client data integration with leading CRM provider Wealthbox. This new capability eliminates the manual steps advisors previously used in their billing processes,…
How does AdvicePay keep information secure?
…billions of dollars each year. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification…
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…features. Click any of the buttons below to get started! **Please note that this tour is focused on exploring our Professional platform. If you’re an advisor whose firm has an…
Enterprise Features Overview
…not being able to make change to the bank account on record that receives client funds. Compliance AdvicePay was built from the ground up with compliance in mind. Our system…
Alan Moore, MS, CFP®
…needs of financial planners. When he’s not starting companies, Alan lives openly as a self-proclaimed CrossFit junkie and dedicated snowboarder, a skill he is already passing along to his son….
Essential
…logo All for just a $10/month subscription fee + competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% per ACH transaction). Need…
Professional
Grow Your Practice with AdvicePay Professional! Handle billing and payment for all of your fee-for-service clients in one system, customized with your logo and brand messaging for the optimal client…
Data Security with AdvicePay Enterprise
…committed to providing a platform the leverages state of the art security measures. AdvicePay employs AWS and Stripe AdvicePay is based in Bozeman, Montana, and employs in-house developers to create…
Michael Kitces, CFP®, MSFS, MTAX, ChFC, RHU, REBC, CASL, CLU
Michael is a nationally recognized expert and thought leader in the financial planning industry and is one of our co-founders at AdvicePay. Born and raised in the northern Virginia suburbs…
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…This is a great option for start up fees, special projects, custom charges, or tracking fees paid by check. Are you also billing AUM/AUA for certain clients? Save time when…
Develop Your Business with AdvicePay Enterprise
Integrating fee-for-service is a key business development project for more and more financial planning firms. There are great reasons why AdvicePay is a worthy partner as you aim to grow…
Essential
…$0.30 minimum per ACH transaction) Need AdvicePay for more than one advisor, unlimited clients, eSignature, or access to other integrations? Check out AdvicePay Professional – or for firms with 25+…
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…AdvicePay do its thing and automatically send out the invoices. I have zero accounts receivables at all times.– Kaleb P., CFP® Compare the Plans Essential Professional Enterprise Unlimited Clients *Up…
eSignature
…to offer the eSignature upgrade for Professional and Enterprise accounts at no additional charge. Now you can handle more of your client onboarding in one system, saving you time and…
RIA Compliance
Minimize the Work of Managing Compliance Making sure your billing software satisfies compliance requirements now and in the future can be tough to manage when you’re busy marketing your services,…
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…SEC Rule 17a-4(f) For additional information on AWS compliance see: AWS Security and Compliance All communications are encrypted. AdvicePay uses HTTPS exclusively to ensure confidentiality and data integrity. HTTPS is…
Integrations
…business management experience of financial advisors working in a variety of settings and practice models. Become a Partner Seamlessly Integrate the AdvicePay Platform with the Tools Your Firm Already Uses…
Ashley Rumschlag
As AdvicePay’s Customer Support Manager, Ashley leads our team of Customer Support Representatives. As a seasoned customer support professional, Ashley takes pride in delivering smart, thoughtful service to our users….
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Free Downloads Curious to learn more about AdvicePay? Check out these resources designed to help you scale the fee-for-service aspect of your business. Browse Our Free Downloads Looking for downloadable…
What billing options are on the Essential Plan vs. Professional and Enterprise?
On the Essential plan, advisors can issue standard one-time or subscription invoices. On Professional and Enterprise plans, advisors can access advanced payment features like adding an up-front payment to a…
Géa Bines
As a Customer Support Representative, Géa is deeply rooted in helping our customers optimize their AdvicePay experience. Géa has a professional background in taking care of customers through troubleshooting, assisting…
Feature Set
…essentials for advisors. PROFESSIONAL For advisors and ensemble firms. ENTERPRISE For small to medium sized firms needing additional advisor controls. ENTERPRISE Plus Firms who require additional support and custom features…
Customizable Client Experience
Customize AdvicePay for Your Firm AdvicePay Professional and Enterprise subscriptions offer advanced customization options to fully integrate your brand with the AdvicePay experience for your clients. Clients See and Control…
Tisa Olson
Tisa is our energetic and dance-loving Customer Support Representative! With a background in Exercise Science & Health and a previous career as a professional dancer, she brings a unique flair…
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…recipients Advisor notifications Additional advisor-side email recipients Integrations – Custom Work Relationship Manager – – – Custom Training & Webinars – – – Custom Development Work – – – API…