AdvicePay vs. Other Platforms
Download the Overview
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 our overview of billing and payment platform alternatives being used by financial planners, and reasons why AdvicePay may be the better choice for your practice.