AdvicePay Financial Advisor Community Blog

Feature Release: Major Enhancements to the Enterprise Platform

September 17, 2021 By: Mary Moore

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...

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Topics: Feature Releases, User Experience, Enterprise

Webinar Replay: Fee Calculator Demo

September 10, 2021 By: Andre Brown

Having confidence in how fees are calculated is a top priority for financial advisors. That's why we have a fee calculator within our app to allow advisors to calculate their fees -- and even tie them to a client’s invoice! This powerful tool allows...

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Topics: User Experience, Fee-For-Service

5 Q&As About What Your Clients Experience in AdvicePay

June 30, 2021 By: Erika Madden

As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience...

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Topics: User Experience, Client Relationships

Five AdvicePay Features We Love

February 12, 2021 By: Ashley Rumschlag

As disappointing as it is to open that Russell Stover's box and be confronted with a few sad fruit filled chocolates, it's even worse to deal with disappointing results around your billing and payment solution. So, in the spirit of sharing the love...

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Topics: User Experience

Step-by-Step Guidance on Implementing AdvicePay in the New Year

February 10, 2021 By: Lana Dalton

Is your practice ready to stretch beyond the AUM model and start growing through fee-for-service offerings? AdvicePay is here to help advisors grow their businesses in 2021 and beyond. 

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Topics: Practice Management, User Experience, Fee-For-Service

AdvicePay Success Stories: Integrated Wealthcare

August 20, 2020 By: Shannon Beck

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success,...

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Topics: User Experience, Case Studies

Does My Client Have to Approve Their Ongoing Payment Each Time?

August 13, 2020 By: Honor Randall

Does my client have to approve their ongoing payment each time? Of all the questions we receive, this is one we hear most often. The simple answer is a resounding, “NO!”

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Topics: User Experience

AdvicePay Fee Calculator: Calculate Your Fees Quickly and Easily

July 15, 2020 By: Honor Randall

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...

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Topics: Practice Management, User Experience

How to be AdvicePay Happy: eSignature Tips

June 22, 2020 By: Ashley Rumschlag

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...

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Topics: User Experience

Benefits of the AdvicePay Client Portal

June 09, 2020 By: Honor Randall

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),...

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Topics: Practice Management, User Experience