AdvicePay
David is a Software Developer at AdvicePay and serves a major role in developing new features in the app. David earned his degree from the University of California, Irvine. His superpower is that he is never afraid to try anything for the first time — even if that means the thrill of bungee jumping! When he isn’t crafting code magic, you can find David playing basketball, working on cars, and trying out new restaurants.
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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.