ON-DEMAND EVENT

How AdvicePay and AdvisorBOB Work Together to Power Growth

In order to scale financial planning, firms need a compliant billing and compensation infrastructure that can grow with them.

Watch this webinar to see how AdvicePay and AdvisorBOB, working side-by-side, support the full planning lifecycle, from signed agreement to advisor payout.

We’ll show you how these platforms complement each other to simplify workflows, strengthen compliance, reduce admin overhead, and deliver real-time insights that empower smarter business decisions.

Meet Your Hosts

Chapters

02:35 A Shift in Business Models: Fee-for-Service
07:58 Challenges and Roadblocks of Manual Billing & Payment Processes
10:47 How AdvicePay Powers Firm Growth
11:35 AdvicePay Demo
16:51 Challenges and Roadblocks of Manual Compensation Processes
19:01 How AdvisorBOB Powers Firm Growth
19:45 AdvisorBOB Demo
25:53 How AdvicePay + AdvisorBOB Work Together
29:26 Q&A

Resources from the Webinar

Explore some of the tools, templates, and guides mentioned during the session to help you put insights into action.