Fee-For-Service Financial Planning Solution Added to Blueprint Platform

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, has enhanced its platform for financial advisors by adding AdvicePay, an industry-leading billing and payment solution for fee-for-service financial planning. Wealth advisors that partner with Blueprint Financial Advisors will be able to efficiently, compliantly, and securely manage billing associated with their financial planning business.

“We seek optimal and sustainable solutions to the challenges our advisors face, which made AdvicePay a clear choice for us to offer to our advisor partners,” says Blueprint Financial Advisors President Andrea Johnson Swope. “AdvicePay was built by financial advisors for financial advisors, which gives the company’s leadership team an intimate understanding of the challenges and opportunities of our industry. We believe AdvicePay will help advisors who use our platform tap into a recurring revenue model and bring financial planning to a larger group of clients.”

AdvicePay allows financial advisors to manage financial planning for:

• An unlimited number of client accounts
• Multiple advisor accounts

Financial advisors have access to features like:

• One-time invoicing
• Recurring auto-billing
• Advanced payments
• Customizable invoices, email, and client portal
• Custom branding and logo options
• Digital signatures
• Integrations with other software services the firm already uses

“We are delighted to welcome Blueprint Financial Advisors to the AdvicePay community,” says Alan Moore, Co-Founder of AdvicePay. “We look forward to supporting Blueprint Financial Advisors in their commitment to advisor and client empowerment.”