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), I...

AdvicePay makes it simple to bill clients, but there are always ways you can enhance the experience for you and your clients. Here are our best practices for common billing decisions. 

There are many great reasons to adopt a fee-for-service approach and several ways to seamlessly implement it into your business. If you’re currently using an Assets Under Management model, fee-for-service can be a great complement for your existing...

For three generations, Valmark Financial Group^® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of clients.

One thing we are big believers in here at AdvicePay is efficiency. When automation of billing-related tasks isn’t possible, we still want processes to be accomplished quickly and simply -- without any unnecessary steps or undo hassle on your part!With...

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...

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year. Plus,...

Why do issues happen in the first place?

In the engineering world, we have a parody of the classic “99 Bottles of Beer” song: “99 little bugs in the code, 99 little bugs in the code. Take one down, patch it around, 117 little bugs in the code!”

Many advisors can be reluctant to transition to electronic signatures -- nothing is as satisfying as scribbling your signature at the end of a document. However, making the transition to electronic signatures increases your efficiency, streamlines...

Mason & Associates, LLC, has ambitious plans to redefine the financial planning industry, client by client. They are an independent financial planning firm located in Newport News, Virginia.