Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models
Comprehensive study features trends, developments, and stats from over 100,000 fee-for-service financial planning engagements. BOZEMAN, MT. FEBRUARY 21, 2023 AdvicePay, the leading platform for processing payments and overseeing compliance of…
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…
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 Earns Third Consecutive Spot on Inc. Magazine’s ‘List of 5000 Fastest-Growing Private Companies’
…or divisions of other companies—as of Dec. 31, 2023. The minimum revenue required for 2020 is $100,000. The minimum for 2023 is $2 million. About AdvicePay Established by well-known financial…
AdvicePay Receives Industry Critical SOC 2 Type II Attestation
Independent Audit Verifies AdvicePay’s Internal Controls and Processes BOZEMAN, MT. JANUARY 12, 2023 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, today announced that it has completed its…
AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations
…platform and a 193% growth in transaction volume. In 2023, for the second straight year, AdvicePay was named one of America’s fastest-growing private companies on the prestigious Inc. 5000 list….
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 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
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…
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 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…
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…
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…
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….
Flexible Billing Options
…end date for a billing period. Payment Processing That Makes Sense for You and Your Clients Through AdvicePay’s Client Dashboard, your clients can view and/or download their entire payment history,…
Pricing
…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…
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,…
Data Security
…remain securely stored in one place, guarding against compromise. Data is hosted to maximize compliance and security. AdvicePay Infrastructure is hosted to maximize compliance and security. AdvicePay’s physical infrastructure is…
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
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…
News Archive
Have a media mention for us to post? Please send an email to marketing@advicepay.com to let us know about it!…
Why is My Advisor Using AdvicePay?
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5 Reasons to Adopt the Fee-For-Service Model
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QuickBooks Merchant
…it comes to handling billing and payment information and permissions. Our workflow is designed to keep regulators happy so that if the audit comes, our users can simply download reports…
Get Started
…practice model. In AdvicePay, you can: Issue one-time or recurring/subscription invoices Accept credit cards and/or ACH payments Avoid custody with compliant workflows Customize the Client Portal and AdvicePay emails with…
Awards and Recognitions
…WealthManagement.com Industry Awards finalist in the Thought Leadership category for our 2024 Fee-for-Service Industry Trend Report. This recognition underscores our commitment to leading the conversation around fee-for-service financial planning and…
Enterprise Pricing
…fits your firm. How it works Simply take the base monthly cost and add the monthly advisor cost on top to get your total monthly cost. For example, if your…
Questions
For any questions regarding AdvicePay, please contact the billing team in the Centaurus Wealth Management Department at classic@cfiemail.com….