Press Releases From AdvicePay
AdvicePay Surpasses 1 Million Transactions on its Fee-for-Service Platform
The milestone reflects the growth in non-AUM advisor fee models and increasing interest in services […]
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AdvicePay Names Alex Sauickie as CEO to Scale Up As Fee-for-Service Demand Continues to Grow
The longtime fintech leader brings deep experience in serving advisors and enterprises well BOZEMAN, MT. […]
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Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models
Comprehensive study features trends, developments, and stats from over 100,000 fee-for-service financial planning engagements. BOZEMAN, […]
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AdvicePay Launches Executive Search for a New CEO to Lead the Platform in its Next Phase of Growth
After building out a strong management team, current CEO and co-founder Alan Moore will serve […]
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AdvicePay Receives Industry Critical SOC 2 Type II Attestation
Independent Audit Verifies AdvicePay’s Internal Controls and Processes BOZEMAN, MT. JANUARY 12, 2023 AdvicePay, the […]
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AdvicePay Ranks No. 636 on the 2022 Inc. 5000 Annual List
With Three-Year Revenue Growth of 983 Percent, AdvicePay Receives Ranking No.636 Among America’s Fastest-Growing Private […]
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AdvicePay Launches New Fee-for-Service Billing and Net-of-Fees Performance Reporting Through Integration with Panoramix
Comprehensive technology integration will streamline billing for fee-for-service client relationships that also include AUM fees, […]
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AdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth
Well-known financial planning technology expert will lead fee-for-service implementation, thought leadership content development, and advocate […]
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Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process […]
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AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
BOZEMAN, MT SEPTEMBER 17, 2021 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, […]
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AdvicePay Launches Financial Plan “Deliverables” For Enterprise Compliance Oversight
Deliverables further extends AdvicePay’s enterprise capabilities by providing an integrated, technology-enabled platform to centralize the […]
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AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and […]
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AdvicePay Expands Further Into Enterprises With Salesforce Integration
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and […]
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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 […]
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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, […]
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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 […]
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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 […]
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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 […]
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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 […]
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AdvicePay and Redtail Technology Announce New Integration
Advisors will be able to automatically sync client information across both platforms, saving time and […]
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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 […]
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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 […]
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AdvicePay and Wealthbox Announce New Technology Integration
Advisors are able to get paid faster and more efficiently through innovative client data synchronization. […]
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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 […]
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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 […]
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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.
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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.
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Media Mentions
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