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AdvicePay Promotes Kelsey Lewis to President
Lewis will work closely with CEO and founder Alan Moore to execute the firm’s short- and long-term plans. BOZEMAN, MT. M …
AdvicePay Earns Third Consecutive Spot on Inc. Magazine’s ‘List of 5000 Fastest-Growing Private Companies’
The Montana-based fintech firm was named the No. 4 company in the state and the 195th fastest-growing software business, …
Guardian Life’s Park Avenue Securities Selects AdvicePay to Automate Fee-for-Service Financial Planning Billing Processes
AdvicePay’s Innovative payment processing technology to power Park Avenue Securities’ financial planning subscriptions s …
AdvicePay and Envestnet | MoneyGuide Announce Technology Integration
Fee-for-service payments platform now integrated directly into industry-leading financial planning software system BOZEM …
LPL Financial Selects AdvicePay to Drive Advisors’ Fee-for-Service Financial Planning Strategies
Innovative payment processing platform enables LPL’s 16,000+ advisors to easily make the transition to fee-for-service p …