AdvicePay
As AdvicePay’s Digital Marketing Strategist, Kaitlyn plays a major role in implementing the marketing strategies across digital platforms. Kaitlyn earned her degree in Business Marketing at Montana State University (#GoCats!) Not only did she find a love for all things blue and gold there, but she also found her passion for marketing. When Kaitlyn isn’t crafting social media posts and emails, she can be found exploring new eateries, volunteering as a Chapter Advisor for a local sorority, and watching Outlander while dreaming of her one-day vacation to Scotland.
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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.