AdvicePay
As a Happiness Ally, Alice is excited to help our users and answer any questions they have. Alice holds a Bachelor of Science Degree in Biology from San Diego State University and is passionate about the ocean, conservation, and the environment. When she isn’t delivering stellar customer experiences, you can find her surfing, taking walks on the beach, and playing with her two cats.
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AdvicePay
Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.