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Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy
Innovative payment processing platform opens up new markets for Cambridge’s thousands of financial professionals while p …
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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 …
HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based servic …
