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AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
New partnership will allow Valmark Member Firms to modernize and simplify the billing process for financial planning ser …
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AdvicePay announces technology integration with Schwab Advisor Services™
Innovative fee-for-service billing and payment technology platforms are now even easier to access through technology int …
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 …
