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. 

Money, Money, Money, Mon-ney…MonEY!

Many financial advisors have successfully adopted using digital signature functionality with their clients, others have never even considered it, and some have simply tried it and given up. Using digital signature has become a huge time-saving piece of...

Erika here again, your AdvicePay Happiness Hero. Today, I am here to talk to you about our eSignature integration. 

Many advisors have already adopted electronic document signature tools for their practice to some degree, and this has been a huge win for accuracy and convenience when it comes to processing agreements. Chasing paper agreements (and paper checks) can...

Hi there! Erika here, your AdvicePay Happiness Hero. I’m coming to you today to alleviate your very next non-burrito-related episode of heartburn due to...overdue invoices!

We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!

Hi there! Erika here. :) I’m the Happiness Hero for AdvicePay -- which means that I’m here for any and all questions about the AdvicePay system. Consider me your personal consultant on how to get most out of our amazing tool!

Thanks to some smart...

AdvicePay Lets You Charge on a Subscription Basis

One of the major advantages of AdvicePay is its subscription payment functionality. In fact, AdvicePay was created, designed, and built specifically to provide financial planners with a compliant billing...