AdvicePay

AdvicePay is the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning. We're excited you're here!

Welcome to AdvicePay, the only payment processor for financial advisors that complies with custody regulations. To learn more, visit our website: https://advicepay.com/

11/05/2026

Estate planning is an important part of comprehensive financial planning. So how can advisors make it a more natural part of the client experience?

Join AdvicePay, EncorEstate Plans, and Jeffrey Clark, CFP®, EA, of Pine Grove Financial Group for a fireside chat on how he incorporates estate planning into his practice and uses AdvicePay to manage billing and ongoing financial planning fees.

📅 November 12 | 10:30 AM MT

Register here: https://hubs.la/Q04Dsz5h0

10/30/2026

If you want to know what cross-departmental collaboration looks like at AdvicePay:

1. Spend the week immersed in Quarterly Planning, aligning on the strategy that makes our customer experience unmatched.

2. Spend Thursday on the pickleball court, realizing your teammate’s backhand is seriously competitive.

That’s an official wrap on Q4 Planning Week!

10/07/2026

Last call! Join us tomorrow at 11 AM MT for a practical look at building compensation processes that can scale.

Register here: https://hubs.ly/Q04ztFMB0

10/02/2026

AI may be the technology everyone is talking about for 2027. But is it actually solving the right problem?

Before adding another AI tool to the stack, firms should ask: What are we trying to fix? How will we measure success? And is AI really the answer?

Our latest article explores five questions leaders should ask before approving AI spend.

Read more:

Explore how to approach AI investments during budgeting season by focusing on specific business problems, measuring success, and ensuring effective integration.

10/01/2026

Wonder how fast-growing RIAs are structuring payouts and incentives to attract top advisors without losing their minds (or their margins)?

Join us on October 8 for a live session with Colton Pence, Head of AdvisorBOB. Having sat in this exact seat, Colton knows the operational headaches and payout friction firsthand.

Save your spot: https://hubs.la/Q04y-wCw0

09/29/2026

Your RIA’s systems should work together. Not create more work for your team.

When billing, client records, and day-to-day workflows live in disconnected places, even simple tasks can take more time than they should.

We’re joining Wealthbox tomorrow to talk about how RIAs can build more connected workflows that support their teams and growth.

🗓️ Wednesday, September 30
⏰ 12 PM MT / 2 PM ET
🔗 https://hubs.ly/Q04yvx2Y0

09/23/2026

Organic growth depends on more than bringing in new business. It also requires the capacity to support that growth without creating more operational strain.

Compensation can become an unexpected operational bottleneck as firms add advisors, revenue streams, and more complex payout structures.

Join Colton Pence, Head of AdvisorBOB, on October 8 at 11 AM MT for “What Good Compensation Controls Look Like as Your Firm Scales.”

Register here: https://hubs.la/Q04xVN2-0

09/22/2026

Still chasing paper checks, emailed forms, and spreadsheet reminders? Your RIA’s workflow deserves an upgrade. 👋

We’re joining Wealthbox next week to explore how connected workflows can reduce repetitive admin, keep billing and client records in sync, and give your team more time back.

Because modern RIAs deserve modern workflows.

🗓️ Wednesday, September 30
⏰ 12 PM MT/2 PM ET
🔗 https://hubs.la/Q04xVQ6p0

09/15/2026

is officially underway, and our team is on the ground in Huntington Beach! 🌴

From fee-for-service billing with AdvicePay to advisor compensation with AdvisorBOB, we’re having conversations about what it takes to keep growing firms running smoothly behind the scenes.

If you’re at Future Proof, come say hi to Mac, Jesse, and Joseph. They’d love to hear what’s on your mind, what you’re working through, and where your firm is headed next.

09/14/2026

If your marketing doesn’t help your industry grow, it’s just noise.

That’s why our Fee-for-Service Industry Trend Report was built around giving advisors actionable, data-backed insights to scale their practices.

We’re honored that Wealth Management named it Digital Marketing Campaign of the Year at this year’s Wealthies! 🏆 Shannon Beck and Juniper Emnett were on hand to accept the award and bring the hardware home.

If you haven’t read it yet, you can still download the full report (link in comments).

Thank you to our team, customers, and this incredible community. Next year’s report is already in the works!

Address

24 East Main Street
Bozeman, MT
59715

Website

https://advicepay.com/

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