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
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