Kestra Financial Partners with AdvicePay to Launch Paid Financial Planning | Your money


BOZEMAN, Montana–(BUSINESS WIRE)–January 26, 2022–

AdvicePay, the leading fee payment processing platform designed exclusively for finance professionals, today announced that Kestra Financial has selected AdvicePay’s enterprise platform to continue its commitment to driving success finance professionals and expand its integrated technology platform.

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Under the partnership, Kestra Financial will leverage AdvicePay’s recently launched Engagements workflow platform, which includes the ability to automate the entire lifecycle of fee-for-service financial planning engagements, including including creating planning agreements, capturing digital signatures, matching agreements to invoices, and processing customer payments electronically, while ensuring financial plans are delivered to customers – all in a complete AdvicePay system. Additionally, AdvicePay’s end-to-end platform and automated workflows are launched from Kestra Financial’s professional financial platform, creating a powerful solution for efficiency, compliance and productivity.

“Kestra Financial’s partnership with AdvicePay is evolving the business models of our finance professionals to compliantly provide subscription, hourly and retainer financial planning options to their clients, while expanding the choice of payment options. “said John Amore, Executive Vice President and Head of Wealth Management. at Kestra Financial.

Kestra Financial’s associate company, Fish & Associates in Memphis, Tennessee, shared, “We love AdvicePay! From our perspective, it provides a very professional and smooth onboarding experience for customers. »

For corporate financial services companies, managing the many components of the fee-for-service planning process is a growing and evolving aspect of back-office and compliance efforts involving separate systems. Particularly as the fee-for-service financial planning movement is growing rapidly among financial planners, it is also creating operational bottlenecks and manual workflows that limit companies’ ability to scale planning to scale. ‘act.

“We are thrilled to partner with Kestra Financial to design a complete business solution for their home office and finance professionals,” said Alan Moore, CEO and Co-Founder of AdvicePay. “Integrating the many operational, billing and compliance systems involved in supporting the fee-for-service financial planning process has proven to be a complex undertaking for large financial services companies, which is why we are extremely excited to see our Enterprise Platform becoming the go-to solution for businesses looking to empower their finance professionals in this new approach to delivering financial planning services.

About AdvicePay

Founded by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the only billing and payment processing platform created specifically for paid financial planning. Financial advisors benefit from efficient billing and payment workflows designed exclusively to support their business, including up-to-date compliance and data security management. Users can issue agreements for the customer’s electronic signature, accept ACH and credit cards, charge hourly or one-time fees, or set up recurring retainer or compliant subscription billing – all throughout the AdvicePay system.

For more information about AdvicePay, please visit

About Kestra Financial

Kestra Financial, a division of Kestra Holdings encompassing broker-dealer and Kestra-branded investment advisers, provides a leading independent wealth management platform that empowers sophisticated and independent finance professionals, including RIAs traditional and hybrid, to thrive, grow and provide superior customers. a service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology which, combined with its personalized advisory services, delivers exceptional scale and efficiency.

Based in the Silicon Hills of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm helps more than 1,800 independent financial professionals provide their clients with comprehensive securities and investment advisory services.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities Offered Through Registered Representatives of Kestra IS. Investment advisory services offered by duly authorized representatives of Kestra AS or Kestra PWS. Except for referenced Kestra companies, Kestra IS, Kestra AS or Kestra PWS are not affiliated with any other entities referenced in this publication.

For more information about Kestra Financial, please visit

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CONTACT: ConseilPay

Shannon Beck, 406-412-2047

[email protected] Inquiries: Gregory FCA for Kestra Financial

Lea Katsanis, 610-228-2117

[email protected] Strategy, LLC for AdvicePay

Timothée Gallois, 415-847-4874

[email protected]



SOURCE: Kestra Financial

Copyright BusinessWire 2022.

PUBLISHED: 01/26/2022 09:00/DISC: 01/26/2022 09:02


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