AdvicePay Financial Advisor Community Blog

Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera

February 14, 2024 By: Jesse Hoffmann

Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible....

Read More

Topics: Practice Management, Fee-For-Service, Integrations, Enterprise

Top 5 AdvicePay Blogs of 2023 for Forward-Thinking Financial Advisors and Wealth Management Firms

January 05, 2024 By: Kaitlyn Reiman

As we say goodbye to the transformative landscape of 2023, a year distinguished by substantial growth for both you and us, we wanted to take a moment to reflect and share some of our most valuable resources.

In the past year, we proudly unveiled our...

Read More

Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure

November 30, 2023 By: Scott Doty

Efficient. Compliant. Secure. 

In today's increasingly digital world, financial transactions and data are constantly at risk from cyber threats. The wealth management industry, in particular, must be vigilant when it comes to safeguarding sensitive...

Read More

Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Why Giving Away Financial Planning for Free as a Financial Advisor May Haunt Your Practice

October 31, 2023 By: Shannon Beck

As Halloween night approaches with its haunted houses, creepy costumes, and ghoulish tales, you might be tempted to join in on the spirit of giving away financial planning for free. If you are still relying solely on the sale of products and working with...

Read More

Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Calculating the ROI of AdvicePay: An Investment Worth Every Penny

October 11, 2023 By: AdvicePay

When you're scouting for cutting-edge tech solutions for your firm, what's at the top of your checklist? Whether you are aiming to boost productivity, keep a competitive edge, or seamlessly expand your operations, it all boils down to one crucial metric...

Read More

Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Happiness Allies: Unmasking the Powerhouse Behind AdvicePay’s Customer Support Team

October 04, 2023 By: Ashley Rumschlag

A Customer-Centric Culture

In the ever-evolving landscape of the wealth management industry, one factor that remains constant is the paramount importance of customer support. At the heart of this mission lies the superheroes of AdvicePay’s success – our...

Read More

Topics: User Experience, AdvicePay Culture, Client Relationships

Evaluating Your Billing & Payment Solution: Key Questions to Ask As a Financial Advisor

September 14, 2023 By: Shannon Beck

Selecting the right billing and payment solution for your firm is crucial. 

Seriously, this decision can make or break your efficiency, client satisfaction, and overall success. So, as you’re going through the process of evaluating different solutions,...

Read More

Topics: Fee-For-Service, Integrations

The Power of Niche Marketing as a Financial Advisor

August 09, 2023 By: Shannon Beck

Many financial advisors grapple with the idea of focusing on a niche. You may fear that narrowing your target market will limit your opportunities for growth and success. However, research and experience show that the opposite is true. Focusing on a...

Read More

Topics: Practice Management, Fee-For-Service

Feature Release Blog: Extending a Pause + Fee Change Reminders

July 06, 2023 By: Honor Randall

At AdvicePay, our commitment to our customers goes beyond providing a platform. We constantly strive to deliver features that boost productivity, streamline workflows, and drive your success. In line with our dedication to meeting your needs, we are...

Read More

Topics: Feature Releases, User Experience

Webinar Recap: Scaling Oversight of Fee-for-Service Financial Planning

June 28, 2023 By: AdvicePay

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring...

Read More

Topics: Case Studies, Fee-For-Service, Enterprise