AdvicePay

To scale your firm, support your advisors, and attract clients, you need the right tech infrastructure. When we surveyed advisors, these were the top 3 areas they were planning to invest in this year: 1?? CRM 2?? Financial planning software 3?? Payments & billing Have you invested in these areas this year? What’s on your roadmap for 2025? Want more insights? Check out page 12 of our trend report: https://hubs.la/Q02Pv_9g0

We’re thrilled to announce that we are a finalist for two?@ThinkAdvisor?#Luminaries: - Firm Award – Thought Leadership and Education - Business Support Systems / Workflow Automation Firm Award – Industry Disruption Being recognized alongside such an impressive group of companies is incredibly motivating. Congrats to our fellow nominees! View the full list here: https://hubs.la/Q02Pmrh50 #ThinkAdvisorLuminaries #Automation #IndustryTrends #FinTech

Why Fee-for-Service Billing Matters in Market Downturns ?? Market downturns are an inevitable part of investing. While nobody can consistently predict their timing or severity, you can help clients weather these storms by emphasizing long-term investing principles. One critical factor is the impact of fee structures. Traditional fee structures can inadvertently hinder investment performance by forcing clients to sell assets during downturns to cover fees. With a fee-for-service approach, you keep portfolios fully invested. By separating fee payments from investment accounts, you help your clients avoid the detrimental effects of forced selling and cash drag. Check out our guide to learn how it benefits your clients: https://hubs.la/Q02NR5wh0 #FinancialAdvisors #MarketTrends #FeeForService #MarketVolatility

Introducing our proven process with AdvicePay Enterprise. ?? From the start, we’re committed to building a partnership. Our team works closely with you to present a solution that aligns with your needs. Then, with our structured approach to onboarding, your firm can be up and running in as little as 90 days. Onboarding with AdvicePay isn't just a check-the-box exercise—it's a lasting partnership. Curious about how we can support your firm's fee-for-service growth? Schedule a demo with our team today: https://hubs.la/Q02NJj920

Trying to figure out the best AdvicePay plan for your firm? We've got you covered! ?? Professional Plan: Perfect for growing teams needing multiple accounts, personalized branding, eSignature, and integrations. Enterprise Plan: Designed for larger firms seeking advanced features, oversight workflows, API access, and dedicated support. No matter your firm’s size, we offer a solution to streamline your fee-for-service operations. Dive into our plan comparison chart and discover which plan is right for you! ?? ?? https://hubs.la/Q02MZz5n0

Threepeat! ???We are proud to announce that we’ve made the Inc. 5000 list for the third year in a row, ranking at No. 1,610. This incredible achievement is a testament to our team’s dedication, innovation, and the trust of our valued customers and partners. We’re grateful for your continued support as we work together to shape the future of the financial planning industry. Let’s keep growing together! ?? Read the full release here: https://hubs.la/Q02MVsqY0 #Inc5000 #FastestGrowing #FinTech #FinancialPlanning #FeeForService

#TipTuesday: Bundle a subscription and one-time up-front payment Want to streamline your billing process? With AdvicePay, you can request both a subscription payment and a one-time upfront payment simultaneously. No more juggling separate invoices! Learn more: https://hubs.la/Q02MMR6J0

How can adopting the fee-for-service model enhance your financial advisory practice? Here are a couple of the benefits— 1?? Minimize Conflicts of Interest: When clients pay directly for your advice, you’re free to focus solely on their best interests—no product sales or competing incentives involved. This builds trust and fosters long-term relationships. 2?? Increase Fee Transparency: A fixed fee means no complicated pricing structures to explain. Your clients will appreciate the clarity and simplicity, making financial planning feel like just another regular expense. 3?? Expand Your Client Pool: With a fee-for-service approach, you can reach a broader audience beyond high-net-worth individuals. This includes clients with diverse financial situations who are ready and willing to invest in your expertise. Read more here: https://hubs.la/Q02Mzv3y0

Curious how AdvicePay makes it easy to streamline your client agreements and get paid? Our interactive demo offers a hands-on experience to see the difference. ?? Explore features at your own pace ? See practical applications in action ?? Uncover the benefits for your firm Join the thousands of advisors who have already chosen AdvicePay. Start the demo now: https://hubs.ly/Q02M79pL0 #AdvicePay #ClientManagement #InteractiveTour

Tech-Savvy Advisors Have Better Client, Asset Growth Rates, Cerulli Says | Financial Advisor Magazine Research from Cerulli Associates confirms that practices using technology are doing a better job growing their client base and assets under management. Why? Technology frees up advisors to focus on what matters most — building strong client relationships. At AdvicePay, we’ve seen the impact of technology firsthand. One firm using our platform achieved a 25% YoY increase in their fee-based planning program after implementation. Read the full article here: https://hubs.la/Q02LVSwM0 #FinTech #FinancialAdvisor #FinancialPlanning