March 5, 2024

AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations

The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]
July 10, 2020

AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
May 19, 2020

LPL Advisors Now Have Access to AdvicePay

LPL Financial, LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, has announced that LPL advisors now have access to AdvicePay, a leading […]
May 8, 2020

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

AdvicePay, a fee-payment-processing platform designed exclusively for financial advisors, announced today the launch of a new powerful management and administration capability, Offices, to enable Enterprises to […]