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Payment processing for financial advisors
Flexible Billing Options
Customizable Client Experience
How AdvicePay Works
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What is Fee-For-Service?
How to Profitably Price Fee-For-Service
Why AdvicePay: AdvicePay vs. Other Platforms
Why Choose AdvicePay? The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your needs. Some financial advisors are using other billing and payment systems for their business, but there are definite risks (and extra work) involved in doing so. Here’s a quick overview of billing and payment platform alternatives being used by financial planners, and reasons why AdvicePay may be the better choice for your practice.
Financial Advisor Business Plan for Retainers
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What Does AdvicePay Do?
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