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AdvicePay

AdvicePay

Payment processing for financial advisors

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    • AdvicePay vs. Other PlatformsWhy Choose AdvicePay? The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your needs. Some financial advisors are using other billing and payment systems for their business, but there are definite risks (and extra work) involved in doing so. Here’s a quick overview of billing and payment platform alternatives being used by financial planners, and reasons why AdvicePay may be the better choice for your practice.
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Questions

Posted on December 13, 2018December 13, 2018 by kincade

For any questions regarding AdvicePay, please contact the billing team in the Centaurus Wealth Management Department at classic@cfiemail.com.

Posted in About AdvicePay

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