AdvicePay

AdvicePay is a company based in Bozeman, Montana, established by renowned financial advisors Michael Kitces and Alan Moore. With a team of 39 employees, AdvicePay specializes in providing innovative solutions for the financial services industry. AdvicePay offers a comprehensive platform designed specifically for fee-for-service financial planning. Their platform streamlines payment processing and ensures compliance with industry regulations. Financial services firms and their advisors can leverage AdvicePay's tools to manage their fee-based revenue efficiently, benefiting from seamless workflows, up-to-date compliance protocols, and robust data security. AdvicePay's platform stands out by offering a unified solution that integrates all aspects of fee-for-service financial planning. This comprehensive approach simplifies operations for financial advisors, allowing them to focus on providing exceptional client service. The platform's commitment to compliance and data security provides peace of mind for both advisors and their clients. For more information about AdvicePay's services, visit their website at advicepay.com.