Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Summary
From our perspective, it provides a very professional and smooth onboarding experience for clients.” For enterprise financial services firms, managing the many components of the fee-for-service planning process has been a growing and evolving aspect of back-office and compliance efforts involving separate systems. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates.