Many financial planners struggle with formatting the way they get paid to avoid problems.
With every transaction they find themselves asking;
* Will this trigger custody?
* Does the state require more forms to allow me to be paid this way?
* Can I accept ACH?
* Can I accept Credit Cards?
and so on. AdvicePay offers powerful features specifically built for financial advisors including: subscription billing, one-time payments, ACH and Credit Card use, an advisor portal, a client portal, and most importantly- it complies with custody regulations.
We value our culture at AdvicePay, and we want to work with people who like it here as much as we do. That's why we invite you to peruse our Dream Team Handbook. We want you to make an informed decision about joining our team. In this short 7-page handbook, you'll learn a lot about our culture.
Go to any great city, round up only the cool people, and you've gathered the population of Bozeman, Montana. Living in a place that's so scenic and so serene changes who you are - for the better. For the people who call Bozeman home, It's more than a town; it's a way of life.
You need to experience our idyllic town to truly understand. Rest assured, it won't take long for Bozeman to win you over. Whether you come for a visit or you relocate here, you'll never find a more welcoming community.
AdvicePay is headquartered in the heart of Bozeman's historic & vibrant downtown, with endless dining options, wine bars, boutiques, and breweries just steps away. Travelers come from all over to visit our next-door neighbors Yellowstone National Park and Bridger Bowl Ski Area. We can stop by either attraction over a lunch break. Life is good here.