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 …
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 …