AdvicePay launches customizable compliance tool
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt differing fee models — and accept payment in a compliant manner.
AdvicePay, the payment processing platform launched by XY Planning Network founders Alan Moore and Michael Kitces, announced a new feature on Friday that lets users customize different components of a fee-for-service financial plan.
The new feature, which the firm is referring to as Engagements,
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