Private Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates
…committed to bringing its Advice-Centric Experience® to as many investors as possible, and using AdvicePay’s easy-to-use, compliant technology as part of our fee-for-service offering will help us do that.” “We…
AdvicePay Closes $2M Crowdfunded Seed Extension Funding Round; Launches Enterprise Version
…are beating down the door | RIABiz | January 24, 2019 Michael Kitces, Alan Moore to sell payment tool for hybrid advisers | Investment News | January 23, 2019 Kitces,…
Michael Kitces, Alan Moore to sell payment tool for hybrid advisers | InvestmentNews
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….
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….
Cetera Advances the Advice-Centric Experience® With Fee-for-Service Offering for Advisors | Cetera.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 Receives Industry Critical SOC 2 Type II Attestation
…HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit http://www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel….
AdvicePay Ranks No. 636 on the 2022 Inc. 5000 Annual List
…to be recognized by Inc. as one of the fastest growing private companies in America. To have our name listed along such distinguished companies is a testament to focusing intently…
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…
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
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…
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
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
…AdvicePay announced that it had completed its one-millionth transaction since its launch in 2018. Over the past two years, AdvicePay has experienced a 102% increase in advisors added to the…
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
…financial planning, leading companies within the financial services industry, such as Valmark, are investing in the latest technologies offered by AdvicePay to drive greater efficiencies and productivity while also keeping…
AdvicePay and Redtail Technology Announce New Integration
Advisors will be able to automatically sync client information across both platforms, saving time and costs while expediting the payment process BOZEMAN, MT | NOVEMBER 07, 2019 AdvicePay, the only…
Press Release: AdvicePay Now Integrated with TD Ameritrade Institutional’s Veo One Platform with Single Sign On Capability
Advisors working with TD Ameritrade Institutional can now streamline and automate their advice billing processes in order to get paid faster Bozeman Montana | November 01, 2018 AdvicePay, a leading…
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
…“Now, with the continued evolution and increasingly-wide-scale adoption of fee-for-service planning, enterprise firms have been looking to AdvicePay to combine all of their disparate compliance and operational aspects inherent in…
LPL Financial Selects AdvicePay to Drive Advisors’ Fee-for-Service Financial Planning Strategies
…MT MAY 19, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced today the largest enterprise agreement in the company’s history. LPL Financial, the nation’s largest independent broker-dealer…
AdvicePay and Wealthbox Announce New Technology Integration
Advisors are able to get paid faster and more efficiently through innovative client data synchronization. BOZEMAN, MT | SEPTEMBER 05, 2019 AdvicePay, the only fee-for-service billing and payment platform designed…
AdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth
…“We are thrilled to have someone of Bill’s knowledge, experience, and position in the industry join us to lead our growth strategies,” said Alan Moore, co-founder and CEO of AdvicePay….
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
…AUM fees, while empowering their advisors with the latest technology efficiencies to engage clients with new fee models.” To learn more about mobile check deposit from AdvicePay, log onto https://info.advicepay.com/mobile-check-deposit-enterprise….
AdvicePay Expands Further Into Enterprises With Salesforce Integration
…to partner with those committed to providing tools that enhance and simplify our clients’ experience through unique offerings, integrations, and development. It’s a pleasure to join forces with AdvicePay, and…
Enterprise Features Overview
…advisors and clients, invoice clients, change the bank account that receives client funds, download transaction reports, and more. Add advisors with login access Administrators can add advisors to the AdvicePay…
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…
Watch a Demo
…at enterprise@advicepay.com to receive relevant resources! Intro to Invoicing | Sept 24 at 2 PM MST/4 PM EST eSignature | Oct 1 at 2 PM MST/4 PM EST Fee Calculator…
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….
Enterprise Solutions
…cloud-based services we utilize, to our testing and maintenance approach, we’re committed to providing a platform that leverages state-of-the-art security measures. AdvicePay has completed the SOC II Type 2 examination…
Data Security with AdvicePay Enterprise
AdvicePay maintains a proactive approach to protecting the account and financial information of firms, advisors, and clients. From the cloud-based services we utilize to our testing and maintenance approach, we’re…
My Business Skyrocketed
“I received great training and support from AdvicePay After using their platform my business skyrocketed! I would also like to say thank you to all your staff.”…
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….
Professional
…experience. Even manage client and payment agreements within the AdvicePay system when you add eSignature! AdvicePay Professional includes: UNLIMITED Client Accounts Multiple Advisor Accounts Advanced Payment Settings Customizable invoices, email…
Overview: How AdvicePay Works
…one of our customers about their experience with AdvicePay. Click the play button below to learn more. New to fee-for-service? Learn more about how to grow your business with this…
Develop Your Business with AdvicePay Enterprise
…your advisor and client population. Personalize our system to your firm. Brand email, invoices, and Advisor and Client Portals with your firm’s logo for easy, consistent advisor/client experience. Customize messaging…
Essential
…ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly. Start my free 14-day trial Start my free 14-day trial Talk to an…
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
…Manager API/Webhooks Custom Training and Webinars Due Diligence Custom Development Work Download our entire feature set Frequently Asked Questions How does the free trial work? All new users are offered…
How do I receive ACH and Credit Card/Debit Card payments?
…immediately, and are deposited into your bank account within 1-2 business days. Regardless of payment type, one deposit is made into your account per day. For example, if there are…
Kalia Vang
…Information Systems doing what she does best — mashing up business and technology. When she isn’t summoning smiles from our customers, you can find Kalia spending her free time outdoors….
eSignature
…a separate payment request Process UNLIMITED documents Know you’re still compliant when you use AdvicePay! Add the eSignature upgrade for free. Simply log in to your AdvicePay account, select “eSignature,”…
Free Trial, Anyone?
Free Trial, anyone? Need to try before you buy? Sign up for a free 14-day trial of AdvicePay. We’re so confident you won’t want to leave that we don’t ask…
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,…
Krista Thibodeau
…rooted in financial planning and SaaS customer success, Krista brings a wealth of knowledge and experience to the table, tailored toward crafting exceptional customer experiences every step of the way….
Data Security
…a Payment Card Industry (PCI)-certified auditor and is certified to PCI DSS Service Provider Level 1. This is the most stringent level of certification available in the payments industry. Stripe…