Press Releases From AdvicePay

Lewis will work closely with CEO and founder Alan Moore to execute the firm’s short- […]

Read MoreAdvicePay Promotes Kelsey Lewis to President

The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney […]

Read MoreAdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations

The milestone reflects the growth in non-AUM advisor fee models and increasing interest in services […]

Read MoreAdvicePay Surpasses 1 Million Transactions on its Fee-for-Service Platform

Comprehensive study features trends, developments, and stats from over 100,000 fee-for-service financial planning engagements. BOZEMAN, […]

Read More<strong>Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models</strong>

Independent Audit Verifies AdvicePay’s Internal Controls and Processes BOZEMAN, MT. JANUARY 12, 2023 AdvicePay, the […]

Read MoreAdvicePay Receives Industry Critical SOC 2 Type II Attestation

With Three-Year Revenue Growth of 983 Percent, AdvicePay Receives Ranking No.636 Among America’s Fastest-Growing Private […]

Read MoreAdvicePay Ranks No. 636 on the 2022 Inc. 5000 Annual List

Comprehensive technology integration will streamline billing for fee-for-service client relationships that also include AUM fees, […]

Read MoreAdvicePay Launches New Fee-for-Service Billing and Net-of-Fees Performance Reporting Through Integration with Panoramix

Well-known financial planning technology expert will lead fee-for-service implementation, thought leadership content development, and advocate […]

Read MoreAdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth

Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process […]

Read MoreKestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

BOZEMAN, MT SEPTEMBER 17, 2021 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, […]

Read MoreAdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Deliverables further extends AdvicePay’s enterprise capabilities by providing an integrated, technology-enabled platform to centralize the […]

Read MoreAdvicePay Launches Financial Plan “Deliverables” For Enterprise Compliance Oversight

AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and […]

Read MoreAdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and […]

Read MoreAdvicePay Expands Further Into Enterprises With Salesforce Integration

Innovative payment processing platform opens up new markets for Cambridge’s thousands of financial professionals while […]

Read MoreCambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy

AdvicePay’s Innovative payment processing technology to power Park Avenue Securities’ financial planning subscriptions strategy BOZEMAN, […]

Read MoreGuardian Life’s Park Avenue Securities Selects AdvicePay to Automate Fee-for-Service Financial Planning Billing Processes

Fee-for-service payments platform now integrated directly into industry-leading financial planning software system BOZEMAN, MT  JULY […]

Read MoreAdvicePay and Envestnet | MoneyGuide Announce Technology Integration

Innovative payment processing platform enables LPL’s 16,000+ advisors to easily make the transition to fee-for-service […]

Read MoreLPL Financial Selects AdvicePay to Drive Advisors’ Fee-for-Service Financial Planning Strategies

Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based services Bozeman, MT […]

Read MoreHTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Enterprises will now be able to centrally manage financial and accounting functions of fee billing […]

Read MoreAdvicePay Launches “Offices” To Streamline Multi-Branch Enterprises Scaling Fee-For-Service Advice Billing

Advisors will be able to automatically sync client information across both platforms, saving time and […]

Read MoreAdvicePay and Redtail Technology Announce New Integration

New partnership will allow Valmark Member Firms to modernize and simplify the billing process for […]

Read MoreAdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Innovative fee-for-service billing and payment technology platform now even easier to access through technology integration […]

Read MoreAdvicePay announces technology integration with Schwab Advisor Services™

Advisors are able to get paid faster and more efficiently through innovative client data synchronization. […]

Read MoreAdvicePay and Wealthbox Announce New Technology Integration

Six more hybrid RIA and broker-dealers follow Cetera’s recent adoption of AdvicePay to power fee-for-service […]

Read MorePrivate Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates

Innovative “Advisor Crowdfunding” approach provides fee-for-service billing and payments technology platform with capital to fuel […]

Read MoreAdvicePay Closes $2M Crowdfunded Seed Extension Funding Round; Launches Enterprise Version

AdvicePay, a leading payment-processing platform designed exclusively for financial advisors, announced today a new technology integration with TD Ameritrade Institutional’s Veo One workstation. Through this tight integration, the over 6,000 advisors working with TD Ameritrade Institutional will be able to access AdvicePay via a single sign on within the TD Ameritrade Institutional portal, saving advisors valuable time, creating efficiencies and speeding up the revenue collection process so that they get paid faster.

Read MorePress Release: AdvicePay Now Integrated with TD Ameritrade Institutional’s Veo One Platform with Single Sign On Capability

AdvicePay is excited to announce a new billing integration with Orion Advisor Services, LLC (Orion), a leading portfolio accounting provider for registered investment advisors. With this integration, financial advisors using the Orion platform to bill their AUM fees will have one-click access to the AdvicePay advisor portal to bill their non-AUM financial planning and retainer fees as well.

Read MorePress Release: AdvicePay Announces Orion Integration

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