AdvicePay
Steph is AdvicePay’s IT Technician, where she is responsible for technology setup, management, and training for the team. Steph brings over 15 years of experience to her role, including her time spent in K-12 education, where she helped students and staff utilize technology efficiently and effectively.
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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.