Cassie Jackson
Cassie helps prospective AdvicePay users understand how they can get the most out of the platform in their firm. Before joining our team, Cassie worked for a financial and HR services business, putting her Business Finance degree from Montana State University (go Cats!) to work — so helping people is in her blood. This doesn’t stop after office hours, by the way. Cassie is an active volunteer in Bozeman nonprofits, and, in 2017, founded a nonprofit called, Suffer Out Loud, focused on reducing suicide rates in Montana. When she’s not working or volunteering, Cassie and her family enjoy camping and (real) hiking, all around Montana and beyond, reaching 15,000 ft. in 2016 on a hike to Machu Picchu.
Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report, showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “Fee-for-Service Financial...
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Topics:
Practice Management,
Fee-For-Service,
Integrations,
Enterprise
In 2019, we launched the Enterprise Platform of AdvicePay. As we continued developing and customizing the platform, we started to hear a recurring request from many firms looking into onboarding with AdvicePay. They needed a way to collect planning fees...
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Topics:
Feature Releases,
Fee-For-Service,
Enterprise
