AdvicePay

The AdvicePay team is headed to #T32025! Sean Fannon, Cassie A. Jackson, and Jesse Hoffmann will be at booth 927, ready to connect and share their expertise on fee-for-service financial planning. Whether you're looking to improve workflows, enhance compliance, or grow your revenue, they’ve got you covered. Want to meet up? Email us at [email protected] or reach out through our contact form: https://hubs.la/Q038FggR0 See you there! #ConferenceSzn #FeeForService #FinancialPlanning #FinTech

Big decisions start with the right data. ?? Our 2025 Fee-for-Service Industry Trend Report launches this March, delivering key insights on pricing, adoption, and the latest trends shaping financial planning. Over the past two years, the average monthly subscription fee increased from $250 to $265. What will 2024’s data reveal? Get the answers and more in our upcoming report! Register now for early access: https://hubs.la/Q038092J0

Why spend time on manual processes when automation can do the heavy lifting for you? Discover our tools that are built with you in mind in our Interactive Demo Center. Whether you’re already a customer or looking to optimize your workflow, our demo center is the perfect resource for discovering smarter solutions. Explore real-time features that simplify billing, agreements, and fee escalations here: https://hubs.la/Q038q0GW0

#FinancialAdvisors, we’ve made eSignature even better to help you work smarter, not harder — cutting paperwork up to 27% or more! 1???Adobe Acrobat Sign integration 2???Auto-fill custom fields 3???Tailored access for advisor groups Check out our blog for all the details and how to get started: https://hubs.la/Q037_bP30 #AdvicePay #FinTech #eSignature

"Make it easy for someone to pay you. Make it easy for them to engage with you." – Bradley Hilton, Founder of Sonas Financial Planning and AdvicePay Customer If your billing process feels like a constant workaround, it’s time for a change. AdvicePay is purpose-built for financial planners— helping you streamline payments, reduce risk, and create seamless, secure workflows. When you work with the right tools, it’s easier to grow your practice with confidence. Ready to work smarter, not harder? Try AdvicePay free for 14 days: https://hubs.la/Q037CXsd0 #FinancialPlanning #FeeForService

Growing financial planning revenue is a top priority for many firms in 2025. A key to achieving this? Supporting your advisors’ diverse needs and eliminating friction from their experience. This starts at the Home Office. But when your tech needs to support hundreds or thousands of diverse financial professionals, you need flexible, scalable tools to meet everyone’s needs. AdvicePay’s new segmentation capability empowers you to create a more personalized advisor experience by: ? Piloting process changes with select advisor groups ? Managing specialized services with credential-based workflows ? Streamlining M&A integrations while maintaining operational continuity Learn how these strategies help firms attract, retain, and empower advisors: https://hubs.la/Q037lLNc0 #FinancialPlanning #FinTech #AdvisorGrowth

#IntegrationSpotlight: Adobe Acrobat Sign + AdvicePay With our newest eSignature integration, sending financial planning agreements and other key documents for eSignature is faster and easier than ever - no printing, scanning, or chasing signatures required. Learn more about the Adobe Acrobat Sign integration: https://hubs.la/Q0379KV50 #FinancialPlanning #FinTech #eSignature #AdvisorTech

We’re still riding the energy from an incredible Quarterly Planning week! Reflecting on 2024, we're proud of our progress and the momentum we've built. Thanks to our team's dedication, 2025 is shaping up to be even bigger and we’re ready to hit the ground running. We can’t wait to share what’s coming next with you! ?? Check out some behind-the-scenes moments from our planning session. #QuarterlyPlanning #TeamSuccess #LookingAhead #Innovation #2025Goals

Did you catch the AdvicePay Showcase that launched last month? It highlights our latest platform enhancements and key updates! While you're there, we’d love your input on what comes next. Take one (or all!) of our quick surveys to help shape the future of AdvicePay. ???Trend Report Survey: Share insights on your firm’s services & tech ???Automation Discovery: Tell us what tasks you'd love to automate ???Itemized Invoice Feedback: Help us enhance invoice details Check out the showcase and share your thoughts here: https://hubs.la/Q036dmPV0

Sean Fannon had a great experience attending #KestraAscend2025 last week! There’s nothing better than connecting with customers and gaining first-hand insight into what matters most. Thank you for the meaningful conversations. We’re excited to keep collaborating and supporting your success! Kestra Financial