Financial technology platform AdvicePay has announced a comprehensive rebranding effort, marking a significant milestone in its journey to serve financial professionals more effectively. This rebranding includes a new logo, updated color palette, and refined messaging, all aimed at showcasing the platform's expanded technological capabilities. Since its public launch in 2018, AdvicePay has grown substantially, now serving over 11,000 advisors and processing more than 1.5 million transactions, totaling approximately $770 million in financial planning fees from over 245,000 clients.
The rebranding reflects AdvicePay's evolution from a basic payments platform to a comprehensive solution that offers a wide range of services, including eSignature, billing and payments, engagement workflow, approvals, and deliverables tracking. CEO Alan Moore highlighted the company's pivotal role in making fee-for-service planning a mainstream segment within the financial industry. Shannon Beck, Head of Sales & Marketing, pointed out that the new brand identity represents boldness, trustworthiness, and confidence, mirroring the platform's advanced capabilities and its mission to prove that financial planning can be both profitable and instrumental in building relationships with new client demographics.
AdvicePay sets itself apart by serving as a direct revenue generator for financial professionals, a unique position in the advisor's technological toolkit. By facilitating fee-for-service models, the platform empowers financial professionals, from solo practitioners to large broker-dealers, to adopt innovative billing strategies that foster sustainable revenue growth. For more information on AdvicePay's services, visit https://www.advicepay.com.
