Press Releases From AdvicePay

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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