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
…for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication. For more information about Kestra Financial, please visit http://www.kestrafinancial.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
…platform, please visit http://www.AdvicePay.com. About KirkpatrickPrice KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand…
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…
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 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….
AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations
…platform, head to www.AdvicePay.com. About AdvicePay Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading billing and payment workflow solution created specifically for fee-for-service financial…
Press Release: AdvicePay Announces Orion Integration
…do their job. Providing a tool that is compliant, data secure, and efficient is what we are about,” says Alan Moore, CEO and Co-Founder of AdvicePay. “This integration combines AdvicePay’s…
Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy
…professionals with the tools they need to grow and compete in a much more competitive and challenging industry. We look forward to helping them apply our payment processing technology for…
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…
AdvicePay Promotes Kelsey Lewis to President
…lead this company into the future,” Moore said. “Kelsey has been a key contributor to AdvicePay’s leadership team, and this promotion reflects her commitment to our customers and her passion…
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
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability BOZEMAN,…
AdvicePay and Wealthbox Announce New Technology Integration
…at the upcoming XY Planning Network “Live” conference, to be held in St. Louis from September 8-11, 2019. For more information log onto https://info.xyplanningnetwork.com/xypn-live. About AdvicePay Established by well-known financial advisors…
Watch a Demo
…Enterprise account, please reach out to your Home Office or contact an AdvicePay Customer Success Manager at enterprise@advicepay.com to receive relevant resources! Get Started with eSignature Creating One Time Invoices…
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…
How does AdvicePay keep information secure?
…available in the payments industry. (If you’re interested in learning more, please visit https://stripe.com/docs/security/stripe.) We never store any of your payment information on the AdvicePay database. So, you don’t have…
Michael Kitces, CFP®, MSFS, MTAX, ChFC, RHU, REBC, CASL, CLU
…he was a member of the USA 1 National Junior Bridge Team. (Don’t try to take him on.) Learn more about Michael’s extensive writing and speaking on his website, kitces.com….
Integrations
Industry Integrations At AdvicePay, we value our connections and relationships across the financial advising industry, improving the efficiency and business management experience of financial advisors working in a variety of…
Free Downloads
…information about AdvicePay? Check out our free guides, templates, and more below! To request specific information, please contact sales@advicepay.com. One-Pagers and Printables are ©AdvicePay 2020. Permission is granted to…
News Archive
Have a media mention for us to post? Please send an email to marketing@advicepay.com to let us know about it!…
Awards and Recognitions
…a variety of distinguished tech companies and we celebrate our continual recognition among them. WealthTech 100 Company 2022 We are thrilled to be recognized as a 2022 WealthTech 100 company,…
Enterprise Pricing
…101+ Advisors $25/month per advisor View All Pricing Models Transaction fees: Credit Cards: 3.5% plus 30 cents per transaction — 1.5% ACH fee. Volume based discounts available – Contact sales@advicepay.com….
Questions
For any questions regarding AdvicePay, please contact the billing team in the Centaurus Wealth Management Department at classic@cfiemail.com….