AdvicePay

Scaling fee-for-service financial planning isn’t about announcing a program. It’s about making it faster, simpler, and supported. Read how @osaic_inc made financial planning easy to deliver, easy to supervise, and easy to repeat. Read the full story: hubs.ly/Q047-bhY0

This is how we start our Tuesday mornings. Level 10 meetings, coffee, and clarity. @EOSWorldwide keeps us aligned. Culture keeps us moving.

@wealth_mgmt Download you copy of the report here: info.advicepay.com/trends

Our 2026 Trend Report is here, built on real data, real trends, and real momentum across the industry. Fee-for-service isn’t emerging anymore. It’s thriving, scaling, and changing the way firms operate. Take a look at where things are headed: hubs.la/Q047kK770 @wealth_mgmt

What advisors actually want from technology: Less stress. Fewer workarounds. More confidence.

In the latest T3/Inside Information Software Survey, we ranked #1 in Customized Billing/Payment Tools and were named a Software All-Star! If you're at #T32026, stop by our booth to see what's new. See the full results: hubs.la/Q046nPBd0 @t3techhub

We’re live at the #T32026 in New Orleans! 🎉 Swing by booth #515 to see AdvicePay + AdvisorBOB in action. #FeeForService #FinTech #AdvisorCompensation

Going to #T32026? So is our team. Stop by Booth #515 to chat with Andy Zehren, Colton Pence, Jesse Hoffmann, and Joseph Spencer. See you soon at @t3techhub!

Excited to welcome Andy Zehren as our Sales Director! Catch him on your next call with us… or better yet at the upcoming @t3techhub conference.

Simple automation, big payoff: ✅ Client books in @Calendly ✅ @zapier fires instantly ✅ AdvicePay client is created ✅ Your intake starts with zero manual entry Find this, and other templates, in Zapier: hubs.la/Q045p4500

Every delayed invoice. Every check you have to chase. Every manual task. That’s lost time for you, lost time for clients, and lost revenue. AdvicePay automates your payments and let’s you focus on what matters most.

If your fees haven’t changed in three years, you may be behind the market. See where firms stand in our upcoming 2026 Trend report for more insights like this. Last call for early access. Register today: hubs.la/Q044SHmZ0

We had an amazing time at the @Montanastate Jabs Signature Employer Networking Night, connecting with bright students and future talent! As proud members of the Bozeman community, & with so many MSU alumni on our team, it’s always a joy to support our alma mater. Go Cats! 💛💙

Small feature. Big clarity win. Invoice Notes are live — and they’re just the beginning. Read more in the blog: hubs.la/Q044knC20

“Why not just Stripe?” Great question. We partner with Stripe for payment processing. But AdvicePay isn’t just payments. Stripe helps power the transaction. AdvicePay powers the business of advice.

You worked hard to win the client. Don’t lose momentum with, “Can you mail a check?” Modern advice deserves a modern payment experience.

With @Zapier, every new CRM client, booked meeting, or form submission can instantly create a client in AdvicePay—automatically. No heavy engineering. No manual steps. Learn more in our latest blog: hubs.la/Q043vQqS0

Our latest trend report is in the works! 📊 Packed with insights on fee-for-service pricing trends, growth opportunities, and more, there’s so much to uncover. Be among the first to get your copy. Sign up below! hubs.la/Q0432qk-0

Billing, but make it smart. Schedule invoices ahead of time, keep revenue predictable, and stop chasing payments. Simple. Powerful. DONE ✅ See it in action — try the interactive demo. hubs.ly/Q042J0P60

How is technology reshaping the advisory landscape? Read more from @R_Alan_Moore: hubs.la/Q041PgZ00