AdvicePay Financial Advisor Community Blog

Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a...

As fee-for-service financial planning continues to be a growing trend in the financial industry, it’s hard not to compare it to Assets Under Management (AUM), especially when working with pre-retirees and retirees. While AUM is based on growing and...

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex...

Once you determine the best method for calculating fees, the next step is actually calculating fees for each client. Fee calculations can vary greatly, from basic flat fees to complexity based fees. However you’re getting there, our fee calculator...

Whether you’re migrating from check collection or another electronic payment platform, some clients may wonder why you’ve chosen to use AdvicePay. While they likely don’t need to know all the inner workings, there are a few talking points that can...

Last month, we spent a lot of time making updates to our eSignature functionality. You will also be excited to learn that we pushed a bunch of bug fixes and other product updates live.

Check out our release notes below to get the scoop on everything...

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary...

We live in a digital age and our world is increasingly moving away from paper and pens to the convenience of applying signatures via screens and technology. The process of gathering signatures is a common productivity killer -- why waste time printing...

It’s no secret that there are a few ways to price your fee-for-service offerings. One potential solution for your practice is to offer different service tiers that align with clients’ goals, needs, and budgets.

One unique feature of AdvicePay is that your clients don’t have to set up a client portal to make payments. While we offer this flexibility to make it simple for clients (and to accommodate those who just don’t want another set of log-in credentials),...