AdvicePay Fee-Based Planning Blog

At AdvicePay, our commitment to our customers goes beyond providing a platform. We constantly strive to deliver features that boost productivity, streamline workflows, and drive your success. In line with our dedication to meeting your needs, we are...

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...

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...

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 thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.  

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...

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...