Curated News
By: NewsRamp Editorial Staff
December 19, 2024

AdvicePay Wins 2024 ThinkAdvisor Luminaries Firm Award for Financial Planning Industry Disruption

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Source News Release

TLDR

  • AdvicePay wins 2024 ThinkAdvisor Luminaries Firm Award – Industry Disruption, recognizing new features and integrations.
  • Features include Reviewer role for deliverable review and Attestations for process verification, with integrations like eMoney and DocuSign.
  • AdvicePay's mission is to support fee-for-service planning, making it easier for firms to manage, prioritize, and deliver exceptional value to clients.
  • AdvicePay integrates with leading fintech providers, such as eMoney, DocuSign, and Wealthbox, offering efficient workflows for financial planning revenue.

Impact - Why it Matters

This news matters because it highlights AdvicePay's industry-leading position in fee-for-service financial planning and its commitment to innovation. The new features and integrations recognized by the award demonstrate the company's dedication to simplifying the back office management for financial firms, ultimately benefiting advisors and clients. The recognition also solidifies AdvicePay's position as a key player in the fintech industry.

Summary

AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, has won the 2024 ThinkAdvisor Luminaries Firm Award – Industry Disruption for financial planning. The company was recognized for new features and integrations, including the Reviewer role and Attestations. It also integrated with eMoney to provide a single sign-in for advisors and offers integrations with other leading fintech providers such as DocuSign, Wealthbox, Salesforce, and Pontera. AdvicePay now serves more than 11,000 users and has processed 1.5+ million transactions totaling more than $720 million in financial planning fees from more than 215,000 clients. The 2024 ThinkAdvisor Luminaries were announced during the MarketCounsel Summit in Las Vegas.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, AdvicePay Wins 2024 ThinkAdvisor Luminaries Firm Award for Financial Planning Industry Disruption

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