AdvicePay, a billing and compliance platform tailored for fee-for-service financial planners, just dropped its Summer 2025 Product Showcase—and it’s loaded with automation upgrades, tighter security, and strategic bundling that signals the company’s bigger ambition: owning the entire advisor revenue lifecycle.

From its long-awaited Zapier integration to fresh enhancements across user experience, AdvicePay is clearly aiming to be more than just a payment platform—it’s evolving into a command center for modern advisory firms.

A Zapier Integration Worth the Wait

Topping the list is AdvicePay’s new integration with Zapier, a move that opens the floodgates to automation across 6,000+ apps—CRMs, project management tools, marketing platforms, and more. For advisors juggling client onboarding, billing cycles, and compliance documentation, this could be a serious time-saver.

The integration was one of the platform’s most requested features, and its arrival aligns with a larger trend: financial advisors demanding more workflow flexibility and tech stack interoperability without hiring more back-office staff.

Zapier isn’t just a convenience—it’s a connector. With this release, AdvicePay is tapping into the low-code/no-code movement, giving advisory firms the ability to build custom workflows without needing a dev team.

From Billing to Compensation: Enter AdvisorBOB

Another big development? Special discounted pricing for firms signing up for both AdvicePay and AdvisorBOB—a smart bundling move following AdvicePay’s recent acquisition of the advisor compensation platform back in May.

With this strategic pairing, AdvicePay now supports both ends of the revenue pipe: billing clients and paying advisors. It’s a rare full-stack approach in the advisory fintech space, and it could give AdvicePay a serious edge as firms look to consolidate vendors.

“We’re excited to provide our customers with an array of new features and updates that allow them to do their jobs faster and more efficiently,” said Kelsey Lewis, President of AdvicePay. “Everything in this Showcase demonstrates our commitment to investing in innovative tools.”

A Wealthies Finalist—and Not Just for Show

This latest Showcase builds on the success of AdvicePay’s Winter 2025 product release, which earned finalist status at the 2025 WealthManagement.com Industry Awards (aka “The Wealthies”) for digital marketing. That nod from the industry suggests AdvicePay isn’t just upgrading under the hood—it’s also refining how it communicates value to advisors in a crowded, fast-evolving tech market.

A Deeper Toolkit for Growing Firms

In total, the Summer 2025 Showcase delivers 20 new features and updates, focused on five key areas:

• Automation: The Zapier rollout leads the charge, but expect more smart triggers and streamlined workflows across the board.
• Security: Upgrades to data protection and compliance frameworks reflect the growing cybersecurity pressure on financial firms.
• Navigation & UX: Cleaner displays, easier access to cash flow data, and smoother menu structures mean less time clicking and more time advising.
• Firm-Level Controls: Enterprise users get more oversight and customization for multi-advisor teams and larger RIA groups.
• Bundled Value: The AdvisorBOB package isn’t just about pricing—it’s about vertically integrating back-office operations.

As more financial advisors transition away from AUM-only models and adopt fee-for-service billing, platforms like AdvicePay are becoming mission-critical infrastructure. The latest updates speak to a broader fintech trend: deep specialization paired with horizontal integration.

By expanding automation, integrating compensation, and tightening security, AdvicePay is positioning itself not just as a niche tool—but as the financial planning industry’s back-office operating system.

And if it keeps this pace, competitors may soon find themselves playing catch-up.