AdvicePay Financial Advisor Community Blog

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...

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...

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...

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...

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. 

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,...

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!”

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...

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...

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),...