AdvicePay

Next-gen clients are here. Is your firm ready for them? 👀 We're joining @Wealthbox for a live webinar to help you grow your firm and actually make it work financially. 📅 May 28 | 11 AM PT / 2 PM ET Come hang with us → hubs.la/Q04gQwy20

One wrong cell. One missed split. One spreadsheet expert on PTO. For many growing RIAs, advisor compensation still runs on chaos. With @AdvisorBOB by AdvicePay, move comp out of spreadsheets and into a system built for the way RIAs actually pay advisors: hubs.la/Q04h90F00

As we celebrate a decade of growth, we’re highlighting the firms that made it possible. Where were you when the movement began? Enter your firm’s launch date (or the day you joined AdvicePay) to see your impact on the journey. Find your spot here: hubs.la/Q04h2_Dj0

When billing and payment companies said “No” to fee-for-service financial planning, we built the solution ourselves. 10 years later, AdvicePay has processed $1B+ in planning fees. Read more from @R_Alan_Moore on the last 10 years — and what’s ahead: hubs.la/Q04gwLfl0

10 years ago, getting paid for advice meant paper checks and a lot of patience. Today, it’s click, done, repeat. Thank you to our customers for helping turn a “niche idea” into an industry standard. Read @R_Alan_Moore's interview with @investmentnews: hubs.la/Q04gpjZJ0

#TeamMemberSpotlight - Meet Krista, one of our Customer Success Managers. Krista makes sure firms don’t just use the AdvicePay but actually get value from it. She’s part problem-solver, part translator, and part “let’s figure this out together” energy. hubs.la/Q04fjyYg0

Your billing system doesn’t just collect revenue. It shapes your business. What you charge. How you package. Who you can serve. If your system can’t support a model, you won’t use it. See how AdvicePay compares: hubs.la/Q04f9RDt0

Still feeling the energy from our Quarterly Planning Week! 🔥  A few times a year, we bring the whole team together to step out of the day-to-day and focus on where we’re going, how we’re showing up for the firms we serve, and how we keep getting better together.

Many firms are realizing that not charging for planning leaves revenue, growth, and client opportunity on the table. If you’re exploring what a fee-for-service model could look like, start here: hubs.la/Q04dCp0k0

The RIA billing conversation is getting more nuanced. Firms aren’t choosing one model anymore. AUM still works. Fee-for-service is growing. And the real shift is figuring out how they actually work together. Read the full story from @FinAd_IQ: hubs.la/Q04dCkP50

No one talks about this enough… Getting paid is one of the more awkward parts of being an advisor. ▪️ Following up on invoices ▪️ Explaining fees ▪️ Managing different client arrangements It shouldn’t feel harder than delivering the advice itself.

Financial planning becomes a true business model when it’s operationalized.

Checking in from RIA Edge 👋 Andy, Joseph, and Mac are on the ground connecting with firms that are thinking strategically about the systems behind growth. If you’re here too, make sure to say hi.

For broker-dealers and RIAs, implementation timelines often become a barrier to action. AdvicePay Enterprise helps firms move from decision to launch in as little as 90 days, so teams can start building momentum sooner. #EnterpriseSoftware #FinancialServices #Fintech

Are you heading to @RIA__Edge next week? If so, we should talk. We’ll be there with Andy, Joseph, and Mac talking about how modern firms are solving two big operational challenges: 👉 Getting paid right with AdvicePay 👉 Paying advisors right with AdvisorBOB Lets connect!

What got the industry here… isn’t what will take it forward. Broker-dealers know it. Advisors feel it. More from the 2026 Trend Report: hubs.la/Q048FM9g0

Between firm growth, new hires, and M&A… client data movement is having a moment. And it’s not always smooth. We put together a quick guide on 3 ways advisory firms are simplifying how client data gets into AdvicePay. Full breakdown: hubs.la/Q048FC8N0

Our team was on the ground at #Pendomonium this week learning, connecting, and swapping ideas with thousands of leaders across product, marketing, and CS! Great conversations. Real-world insights. All centered around building better experiences for customers. @pendoio

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.