AdvicePay
Serving as Advicepay’s Business Development Representative, Jesse plays a major role in helping financial professionals learn how AdvicePay can help them grow their businesses and better serve their clients. Prior to joining the team, Jesse led an impressive career as a retail business manager.
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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.