Press Releases From AdvicePay
Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy
Innovative payment processing platform opens up new markets for Cambridge’s thousands of financial professionals while […]
Read More
Guardian Life’s Park Avenue Securities Selects AdvicePay to Automate Fee-for-Service Financial Planning Billing Processes
AdvicePay’s Innovative payment processing technology to power Park Avenue Securities’ financial planning subscriptions strategy BOZEMAN, […]
Read More
AdvicePay and Envestnet | MoneyGuide Announce Technology Integration
Fee-for-service payments platform now integrated directly into industry-leading financial planning software system BOZEMAN, MT JULY […]
Read More
LPL Financial Selects AdvicePay to Drive Advisors’ Fee-for-Service Financial Planning Strategies
Innovative payment processing platform enables LPL’s 16,000+ advisors to easily make the transition to fee-for-service […]
Read More
HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based services Bozeman, MT […]
Read More
AdvicePay Launches “Offices” To Streamline Multi-Branch Enterprises Scaling Fee-For-Service Advice Billing
Enterprises will now be able to centrally manage financial and accounting functions of fee billing […]
Read More
AdvicePay and Redtail Technology Announce New Integration
Advisors will be able to automatically sync client information across both platforms, saving time and […]
Read More
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
New partnership will allow Valmark Member Firms to modernize and simplify the billing process for […]
Read More
AdvicePay announces technology integration with Schwab Advisor Services™
Innovative fee-for-service billing and payment technology platform now even easier to access through technology integration […]
Read More
AdvicePay and Wealthbox Announce New Technology Integration
Advisors are able to get paid faster and more efficiently through innovative client data synchronization. […]
Read More
Private Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates
Six more hybrid RIA and broker-dealers follow Cetera’s recent adoption of AdvicePay to power fee-for-service […]
Read More
AdvicePay Closes $2M Crowdfunded Seed Extension Funding Round; Launches Enterprise Version
Innovative “Advisor Crowdfunding” approach provides fee-for-service billing and payments technology platform with capital to fuel […]
Read More
Press Release: AdvicePay Now Integrated with TD Ameritrade Institutional’s Veo One Platform with Single Sign On Capability
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 More
Press Release: AdvicePay Announces Orion Integration
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 More
Media Mentions
Have a media mention for us to post? Please send an email to marketing@advicepay.com to let us know about it!