AdvicePay

Oct 28, 2020

Guardian Life's Park Avenue Securities Selects AdvicePay to Automate Fee-for-Service Financial Planning Billing Processes

Jul 10, 2020

AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

May 19, 2020

LPL Financial Selects AdvicePay to Drive Advisors' Fee-for-Service Financial Planning Strategies

Nov 04, 2019

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Jul 31, 2019

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

Mar 21, 2019

Private Advisor Group, Ameritas, and Four Additional Broker-Dealers Select AdvicePay as Shift Towards Fee-For-Service Movement Accelerates

Jan 23, 2019

AdvicePay Closes $2M Crowdfunded Seed Extension Funding Round; Launches Enterprise Version

Nov 01, 2018

AdvicePay Now Integrated with TD Ameritrade Institutional's Veo Open Access Platform

Oct 11, 2018

AdvicePay Announces Orion Integration to Streamline Billing Process

Nov 08, 2017

AdvicePay Secures $500k Seed Round for First Compliant Payment Processing FinTech Solution for Financial Advisors