AdvicePay
As AdvicePay’s Human Resources Manager, Meghan brings out the best qualities of the team members and ensures they are truly living by the core values daily. #DoTheRightThing! With several years of human resources experience under her belt, she is passionate about supporting the team members she works with. In her spare time, you can find Meghan hiking, camping, and snowboarding with her kiddos. She loves to travel (stay tuned for pictures from her upcoming vacation in Florence!), but at the end of the day, she will always love returning home to Montana.
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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.