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AdvicePay and Wealthbox Announce New Technology Integration
Advisors are able to get paid faster and more efficiently through innovative client data synchronization. BOZEMAN, MT | …
Private Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates
Six more hybrid RIA and broker-dealers follow Cetera’s recent adoption of AdvicePay to power a fee-for-service model for …
AdvicePay Closes $2M Crowdfunded Seed Extension Funding Round; Launches Enterprise Version
Innovative “Advisor Crowdfunding” approach provides fee-for-service billing and payments technology platform with capita …
Press Release: AdvicePay Now Integrated with TD Ameritrade Institutional’s Veo One Platform with Single Sign On Capability
Advisors working with TD Ameritrade Institutional can now streamline and automate their advice billing processes in orde …
Press Release: AdvicePay Announces Orion Integration
Financial Advisors now have easy AdvicePay access via Orion to facilitate more centralized billing of planning fees. Adv …