AdvicePay

General payment processors are great for selling shoes or tracking retail transactions. They are disastrous for wealth management.

They don't know what the SEC Custody Rule is. They don't generate audit trails that match invoices to financial planning deliverables. And they certainly don't provide the home office with approval paths to supervise fee movements across thousands of advisors.

We don't believe in theoretical compliance. We believe in ironclad realities.

Explore more: https://hubs.la/Q04lpS8H0

Growing your firm shouldn’t mean stretching your team thinner.

In our recent webinar with Wealthbox, we explored ways to rethink pricing, packaging, and operations so you can serve more clients more sustainably.

Missed it live? Watch the recording anytime here: https://hubs.la/Q04k_Yt20

Hello from Wealth Management EDGE 👋

If you’re walking the floor, you know how messy the back office gets as you scale. Our team is here to help you clean up that noise, whether you're trying to scale your fee-for-service billing with AdvicePay or eliminate manual spreadsheet math from your advisor compensation with AdvisorBOB.

Jesse Hoffmann and Joseph Spencer are here all week. Drop them a DM, or use the links below to find a time that works.

We love a good pun, but we love community impact even more. This year for One Valley Community Foundation's Give Big Gallatin Valley, we decided to AdvicePay it forward!

Our team members donated $6,475 to 66 unique organizations doing incredible work in our community.

Our original corporate match cap was $5K. But seeing our team's incredible generosity inspired us to raise the bar. We decided to pay that energy forward by matching the full $6,475 and adding an extra $3,525 to bring AdvicePay's total contribution to $10,000.

The Final Tally:

✨$6,475 donated by team members

✨$10,000 donated by AdvicePay

✨66 organizations supported

✨$16,475 total impact

Huge thanks to our team and everyone in the Gallatin Valley who helped raise a collective $3.2M+. We love this community!

Corporate core values: Great for office walls, even better when companies actually use them.

At AdvicePay, "Do the right thing" is proudly displayed in our office. But it's also the loudest guiding force behind every decision we make.

We’re a fintech company, but we’re humans serving humans. No cut corners. No "close enough.” And no choosing a path just because it’s easier.

Want to partner with a team whose actions match our words? Let's talk: https://hubs.la/Q04jZFz70

Most firms focus so much on bringing in new business that back-office operations get left behind. Then suddenly, you're losing days every month to two specific headaches:

➡️ Manual invoicing nightmares because you're trying to scale fee-for-service.
➡️ Fragile, messy spreadsheets because advisor payouts have gotten too complex.

They’re separate issues, but they both drain your time.

Jesse Hoffmann and Joseph Spencer are heading to Wealth Management EDGE next week. They specialize in fixing both of these workflows, whether you need to solve one side or both.

Heading to Boca Raton? Let’s grab a few minutes. Links to book time with us are in the comments.

Ten years. One simple lesson.
You don't need more tools. You need fewer surprises.
That’s what a decade of partnering with home offices has taught us.

Hear it straight from our Head of Customer Success, Ryan White.

Read the blog: https://hubs.la/Q04jXmDt0

Still charging like it’s 2015? 👀

The next generation of clients expects a different experience. Firms that adapt will thrive.

Join us + Wealthbox tomorrow to learn how modern firms are scaling to serve next-gen clients without sacrificing profitability.

📅 TOMORROW | 11 AM PT / 2 PM ET

Join us here → https://hubs.la/Q04hYM7P0

Trust > Speed > Features

It’s been one year since AdvisorBOB joined AdvicePay.

Our President, Kelsey Lewis, shares what a year of purposeful alignment has taught us: https://hubs.la/Q04hSXfq0