AdvicePay
Equipped with an MBA from the University of Utah and extensive experience leading Customer Success teams, Kelsey leads our Customer Success team to ensure we are creating amazing experiences for our users. Kelsey honed her leadership, creativity, and customer experience skills by working in fast-paced tech environments and now plays an instrumental role at AdvicePay. When she isn’t leading our incredible team of Happiness Heroes and Relationship Managers, you can find Kelsey skiing at Big Sky, floating the Madison River, and water skiing at the lake with her friends and family.
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.