AdvicePay Fee-Based Planning Blog

In this month’s release notes, we are bringing you an exciting update: you can now export your client list with your client’s information and attributes. Read more about this and other AdvicePay improvements in our release notes below (plus, if you read...

With 2020 finally behind us, we can’t ignore the fact that we experienced a transformative era in the rise of technology. We saw many aspects of business, meetings, and transactions all come online and in a virtual format. It gave most workplaces an...

Here at AdvicePay, we are all about making your processes more efficient! That is why this past month, we released a new integration with Salesforce/XLR8. This integration will help your firm operate more efficiently, allowing you to centralize processes...

Is your practice ready to stretch beyond the AUM model and start growing through fee-for-service offerings? AdvicePay is here to help advisors grow their businesses in 2021 and beyond. 

Welcome to the first release notes of 2021! This past month we expanded our eSignature functionality by adding one of your most often requested features -- an integration with DocuSign.

It’s no surprise that the future of wealth management and financial advising is starting to evolve -- and we are going to begin to see these changes in the next few years. Although 2020 was a challenging year, to say the least, we saw accelerated changes...

Are you charging your clients for financial planning? Or do you solely rely on the sale of products and working with clients through AUM? For most of its history, "getting paid" for financial planning has really been about giving away financial planning...