Cue the confetti, because today we are celebrating a major milestone! 🎉 AdvicePay has officially processed over $200 million in financial planning fees!
For the past 5 years, our mission has been to help forward-thinking advisors stretch beyond the AUM model to sustainably and profitably serve younger clientele with recurring financial planning fees.
We’re still as committed to our mission today as we were when we processed our first-ever financial planning fee payment in October of 2017.
Thank you to all of our users for allowing us to be part of your journey. Cheers to the next $200 million – we are so excited for the future together!
Are you ready to process your first financial planning fee on AdvicePay?