Solution introduction
Fee-for-service financial planning on an enterprise scale
Optimize your processes, ensure organization-wide compliance, and accelerate growth with the platform trusted by firms at the forefront of financial planning
Get unmatched efficiency, without sacrificing control
Configure AdvicePay to work the way you do
- Define your own fee-for-service workflows and automate tasks to keep everyone focused on the things that matter most
- Integrate with the industry’s most popular CRM, eSignature, and financial planning platforms to reduce errors and streamline processes
- Leverage our API to dynamically share data between AdvicePay and your internal tools
Make sure oversight doesn’t become overwhelming
- Stop stressing about regulatory compliance with our built-in features designed to meet FINRA, SEC, and state requirements
- Create templates, set limits, and require approvals to ensure nothing slips through the cracks, even with hundreds of engagements
- Gather evidence of the services provided for all your collected fees with deliverables
