AdvicePay Financial Advisor Community Blog

Is Your Billing & Payment Software Compliant?

September 22, 2021 By: Isabelle McGrail

In the financial services industry, no one is a stranger to the word compliance.

While researching how to stay compliant as a financial advisor, you’ll usually find long-winded, overwhelmingly complex descriptions of what is required to be in...

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Topics: Compliance

Feature Release: Major Enhancements to the Enterprise Platform

September 17, 2021 By: Mary Moore

Managing the many process components of fee-for-service financial planning as volume grows is increasingly challenging for Enterprise home offices. Firms must track and confirm a myriad of moving pieces, such as: Is there a completed agreement on file...

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Topics: Feature Releases, User Experience, Enterprise

Webinar Replay: Fee Calculator Demo

September 10, 2021 By: Andre Brown

Having confidence in how fees are calculated is a top priority for financial advisors. That's why we have a fee calculator within our app to allow advisors to calculate their fees -- and even tie them to a client’s invoice! This powerful tool allows...

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Topics: User Experience, Fee-For-Service

6 Questions to Address with Your Billing & Payment Solution as a Financial Advisor

August 23, 2021 By: Lana Dalton

When starting out as a financial planning professional, getting paid is unquestionably one of the top priorities when establishing your business. It is key to properly vet solutions that allow you to send out invoices seamlessly, allow your clients to...

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Topics: Compliance, Practice Management, Fee-For-Service

How to Confidently Communicate the Value for the Fee That You Charge

August 12, 2021 By: Lana Dalton

As you are getting prepared to onboard with a new client, you likely have every note in order and all paperwork expertly prepared. (After all, processes and preparedness make all the difference in communicating professionalism to your clients!)

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Topics: Practice Management, Client Relationships

July 2021 Release Notes

August 06, 2021 By: Mary Moore

This past month, our team had a blast at our company-wide retreat, spending time bonding through laughter, singing karaoke, volunteering, and oh-so-much more. (Don’t miss the pictures at the end of this blog!)

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Topics: Release Notes

Building a Client Services Calendar

July 27, 2021 By: Lana Dalton

As a financial advisor, how confident are you that your clients understand and appreciate the complete value of your services? If a question like this makes you nervous, you’re far from alone. According to a recent study, clients ranked the value they...

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Topics: Practice Management, Fee-For-Service

Services You Can Provide Regularly to Clients Under the Fee-For-Service Model

July 20, 2021 By: Honor Randall

It’s no secret that the financial industry has evolved leaps and bounds over the last few decades. We’ve said “so long!” to the days where clients look to financial professionals just to help them pick and choose stocks on their behalf. Nor do people...

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Topics: Practice Management, Fee-For-Service

June 2021 Release Notes

July 07, 2021 By: Lana Dalton

In June our team spent time enjoying the much-anticipated warmer weather (Montana summers are short but glorious!), chatting with amazingly talented people for a brand new development position on our Product team, and working on an efficiency-boosting...

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Topics: Release Notes

5 Q&As About What Your Clients Experience in AdvicePay

June 30, 2021 By: Erika Madden

As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience...

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Topics: User Experience, Client Relationships