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AdvicePay

AdvicePay

Payment processing for financial advisors

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Resources

  • AP BlobBlogLearn more about what’s going on at AdvicePay by reading some of our Blog posts!
  • Free downloadsFree DownloadsLooking for downloadable information about AdvicePay? Check out our free guides, templates, and more!
  • Customer-storiesCustomer StoriesLearn how advisors like you utilize AdvicePay to streamline and grow their business.
  • AdvicePay vs. Other PlatformsThe truth is, if you’re offering fee-for-service planning, there is no other platform designed specifically for your needs.
  • What is Fee-For-Service?Discover how financial advisors are tapping into next gen and millennial clients.
  • Why Fee-For-ServiceWhat are the strategic business advantages of leveraging the fee-for-service model of financial planning?
  • How to Price Fee-For-Service Financial PlanningWatch this popular webcast from Alan Moore with advice on how to price your fee-only services for clients.
  • Fee-For-Service Business PlanUse our free step-by-step guide to build the fee-for-service model into your financial planning practice.
  • Why AdvicePay for RIA ComplianceWhy AdvicePay Is an RIA Compliance SolutionAdvicePay was designed by financial advisors, for financial advisors to make serving clients easy — and compliant.
  • FAQsGet answers to frequently asked questions and more from AdvicePay
  • Video LibraryCurious to learn more about fee-for-service or the AdvicePay experience? Explore our video library.
  • Submit an Idea to AdvicePayHave a brilliant idea to make AdvicePay even better? Send it our way!

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