The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your needs. Some financial advisors are using other billing and payment systems for their business, but there are definite risks (and extra work) involved in doing so.
Download this brief overview to learn more about the AdvicePay platform. Inside you will find:
- A brief overview of our platform
- What's on our roadmap
- Success stories
- Much more!