AdvicePay

06/05/2026

Most firms focus so much on bringing in new business that back-office operations get left behind. Then suddenly, you're losing days every month to two specific headaches:

➡️ Manual invoicing nightmares because you're trying to scale fee-for-service.
➡️ Fragile, messy spreadsheets because advisor payouts have gotten too complex.

They’re separate issues, but they both drain your time.

Jesse Hoffmann and Joseph Spencer are heading to Wealth Management EDGE next week. They specialize in fixing both of these workflows, whether you need to solve one side or both.

Heading to Boca Raton? Let’s grab a few minutes. Links to book time with us are in the comments.

06/03/2026

Ten years. One simple lesson.
You don't need more tools. You need fewer surprises.
That’s what a decade of partnering with home offices has taught us.

Hear it straight from our Head of Customer Success, Ryan White.

Read the blog: https://hubs.la/Q04jXmDt0

05/27/2026

Still charging like it’s 2015? 👀

The next generation of clients expects a different experience. Firms that adapt will thrive.

Join us + Wealthbox tomorrow to learn how modern firms are scaling to serve next-gen clients without sacrificing profitability.

📅 TOMORROW | 11 AM PT / 2 PM ET

Join us here → https://hubs.la/Q04hYM7P0

05/26/2026

Trust > Speed > Features

It’s been one year since AdvisorBOB joined AdvicePay.

Our President, Kelsey Lewis, shares what a year of purposeful alignment has taught us: https://hubs.la/Q04hSXfq0

05/21/2026

If your service model isn't designed for the mass-affluent, you aren't scaling.

Join us and Wealthbox on May 28 to learn how to rethink your pricing, package your services, and use automation to handle higher client volumes without sacrificing your margins.

Save your spot → https://hubs.la/Q04gQChk0

05/20/2026

One wrong cell. One missed split. One spreadsheet expert out on vacation.

For many growing RIAs, advisor compensation is the most brittle part of the back-office. It lives in legacy knowledge and version-controlled chaos.

With AdvisorBOB (by AdvicePay), you can finally move out of the spreadsheet.

Automate the math of the money out: https://hubs.la/Q04h2RK50

05/19/2026

As we celebrate a decade of growth, we want to highlight the firms that made this milestone possible.

Where were you when the movement started? Enter your firm’s launch date (or the day you joined AdvicePay) to see your impact on the journey.

Find your spot on the timeline: https://hubs.la/Q04h2SQg0

05/15/2026

When we asked established billing and payment companies to help us build a tool for fee-for-service financial planning, they all gave us a flat “No.”

So, we built it ourselves.

A decade later, AdvicePay has processed over $1B in planning fees. Turns out, advice is a massive business. It just needed an operating system that understood it.

Read more from Alan Moore on the last 10 years (and why we’re just getting started):

Discover from Alan Moore how the evolution of fee-for-service financial planning has transformed the industry, addressing client needs and operational challenges over the past decade.

05/13/2026

10 years ago, getting paid for advice meant paper checks, a lot of patience, and a very stressed-out compliance officer.

Today, it’s click, done, repeat.

To our customers, this milestone belongs to you. Thank you for turning a “niche idea” into an industry standard.

To celebrate our 10th anniversary, Alan Moore sat down with InvestmentNews to discuss the last 10 years and what’s next.

Read the exclusive interview here: https://hubs.la/Q04gphPG0

05/08/2026

- Meet Krista, one of our Customer Success Managers.

At AdvicePay, Customer Success is about making sure firms don’t just use the platform but actually get value from it. Krista is one of the people helping make that happen. She’s part problem-solver, part translator, and part “let’s figure this out together” energy.

A few fun facts about her:

🖋️ Left-handed and can write upside-down and backward, a very niche talent

🏞️ Usually found on weekends exploring parks and trails with family and dog, Mac, who’s along for every step

🧵 Currently learning needlepoint as a way to stay intentionally offline in a very online world

Her favorite AdvicePay moments? Quarterly Planning, where in-person time reminds everyone that coworkers are real humans and not just Slack avatars.

Learn more about Krista and our entire team: https://hubs.la/Q04fjvbs0