As a financial advisor, you rely heavily on technology to keep up with market changes, client communication, portfolio management, billing, and more. But with so many broker-dealers out there, how do you choose the one with the tech stack that not only...
Are disjointed workflows and manual data entry slowing down your firm’s growth? Imagine eliminating tedious tasks, improving data accuracy, and creating a seamless experience for your entire team – home office, advisors, and clients alike.
Topics: Practice Management, User Experience, Fee-For-Service, Enterprise
Top Questions From The 2024 Fee-for-Service Trends and Insights Webinar
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...
Topics: Practice Management, Fee-For-Service, Integrations, Enterprise
We’re excited to announce that AdvicePay is now integrated with eMoney, one of the leading financial planning platforms in the industry.
For financial advisors using both AdvicePay and eMoney, here are 3 ways this new integration will help streamline...
Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise
Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera
Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible....
Topics: Practice Management, Fee-For-Service, Integrations, Enterprise
Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure
Efficient. Compliant. Secure.
In today's increasingly digital world, financial transactions and data are constantly at risk from cyber threats. The wealth management industry, in particular, must be vigilant when it comes to safeguarding sensitive...
Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise
Why Giving Away Financial Planning for Free May Hurt Your Practice
If you are still relying solely on the sale of products and working with clients through AUM (Assets Under Management), then you know that for most of its history, "getting paid" for financial planning has really been about giving away financial planning...
Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise
When you're scouting for cutting-edge tech solutions for your firm, what's at the top of your checklist? Whether you are aiming to boost productivity, keep a competitive edge, or seamlessly expand your operations, it all boils down to one crucial metric...
Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise
Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring...
Topics: Case Studies, Fee-For-Service, Enterprise
Unlocking the Power of AdvicePay: Revolutionizing Fee-for-Service Financial Planning and Driving Advisor Adoption
Historically, financial advisory firms faced significant challenges in implementing and scaling fee-for-service financial planning due to the complexities of management and compliance associated with fee-for-service billing. This limitation resulted in...
Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise