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AdvicePay Enhances eSignaturesAdvicePay Enhances eSignatures

The changes will affect templates, permissions and signature workflows.

Samuel Steinberger, Senior Technology Editor

August 2, 2019

1 Min Read
Michael Kitces
XYPN co-founders Michael Kitces (right) and Alan MoorePhoto by Jen Mastrud

Fee-for-service platform AdvicePay is getting new features, according to a company blogpost. The improvements to its eSignature feature allow advisors to create templates and a signing order to facilitate in-order signature collection on contracts. Permissions can be adjusted so that enterprise advisors, for example, always use the same template. 

“This is the most efficient way to receive all of the necessary signatures and then collect payment from a new client when you first begin working with them,” according to the announcement. The feature is included in the cost of the product, but it must be enabled. 

Co-founders Michael Kitces and Alan Moore launched AdvicePay in January 2019, bringing in more than half a dozen enterprise clients in the first quarter of the year, including Cetera Financial Group. The payment platform is built on Stripe and designed for financial advisors.

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger