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RESULTS FIRMS SEE WITH ADVICEPAY

AdvicePay helps firms do more planning with less hassle

LPL Financial Empowers Advisors with Fee-for-Service Financial Planning Through AdvicePay
ENTERPRISE

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LPL Financial Empowers Advisors with Fee-for-Service Financial Planning Through AdvicePay

Ten Talents Financial Planning Boosts Productivity with AdvicePay
PROFESSIONAL

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Ten Talents Financial Planning Boosts Productivity with AdvicePay

268%

increase in subscription-based revenue

3.2x

increase in net new asset growth

27%

reduction in manual paperwork

40%

increase in financial planning revenue

ADVICEPAY PLANS Enterprise Professional + Essential

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