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 …

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Oct 28, 2020 8:15:00 AM

AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

Fee-for-service payments platform now integrated directly into industry-leading financial planning software system BOZEM …

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1 min read
Jul 10, 2020 7:00:00 AM

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 …

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May 19, 2020 8:15:00 AM

HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based servic …

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May 13, 2020 10:00:00 AM

AdvicePay Launches “Offices” To Streamline Multi-Branch Enterprises Scaling Fee-For-Service Advice Billing

Enterprises will now be able to centrally manage financial and accounting functions of fee billing while streamlining lo …

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May 4, 2020 8:30:00 AM