AdvicePay Fee-Based Planning Blog

For financial advisors like you, 2022 was a big year. From working with next-gen clients and producing more revenue to transforming how financial advice is delivered to your clients, you have done fantastic work this past year!

You may have noticed that we didn’t have any release notes last month! This is because our Engineering team had their heads down performing some code wizardry to deliver some BIG enhancements to our Enterprise platform. (We didn’t want to spoil the...

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...

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!)

From the very start, we built AdvicePay to address the unique compliance issues enterprises face when utilizing a fee-for-service model as part of their business. Operationalizing and scaling a large volume of recurring financial planning fees can be...

We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.

Are you seeking an easier way to manage clients across all your various systems? Or do you need to differentiate between clients with the same name? Help your firm stay organized by adding unique client profile properties! With our new Client Attributes...

AdvicePay makes getting paid for your financial advice easy and convenient — for you, and your clients. So, today we are excited to announce our latest feature — digital wallet payments. This new feature provides your clients with more options to pay ...

As your company grows, we know that it’s even more important to stay organized and to increase efficiency. That’s why we’ve spent the last few months working onOfficesin AdvicePay. Offices allow you to group your advisors the way you see fit, all while...

We’ve accomplished a lot together in 2019. For our team, it was all about you — our amazing community of advisors. That is why in 2019, we launched almost 100 new features, and we could not have done it without YOU! That’s right, most of our features...