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...
Topics: Feature Releases, User Experience, Enterprise
In 2019, we launched the Enterprise Platform of AdvicePay. As we continued developing and customizing the platform, we started to hear a recurring request from many firms looking into onboarding with AdvicePay. They needed a way to collect planning fees...
Topics: Feature Releases, Fee-For-Service, Enterprise
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...
Topics: Feature Releases
We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.
Topics: Feature Releases, Integrations
At AdvicePay, we are continually working to build new features and integrations that streamline your workflows, free up your time, and simplify the process for your clients. That's why we are excited to announce our newest integration with DocuSign! This...
Topics: Feature Releases, Integrations
We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.
Topics: Feature Releases
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...
Topics: Feature Releases
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 ...
Topics: Feature Releases
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 on Offices in AdvicePay. Offices allow you to group your advisors the way you see fit, all while...
Topics: Feature Releases
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...
Topics: Feature Releases, User Experience