AdvicePay Receives SOC 2 Type II Attestation

by Hannah Grace Holladay / January 10th, 2022

Independent Audit Verifies AdvicePay’s Internal Controls and Processes Bozeman, MT – AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place. A…

Vendor Due Diligence During a Crisis

by Sarah Harvey / April 10th, 2020

For years, businesses have relied on third-party vendors to provide critical business functions, and this especially true today as the surge of remote workers continues and third-party vendors work tirelessly to meet the influx in demand. Third-party vendors are also doing what they can to help offset the impact of the health crisis - they’re banding together to offer free products and services. As we all adjust to social distancing…