Simply Easier Payments Expands Services to the Financial Advisor Vertical

Firm has offered payment solutions to highly regulated industries since 2006

Simply Easier Payments, which offers turn-key and customized payment solutions for highly regulated industries, is extending its offerings to include working with financial advisors in addition to the insurance sector.

Since 2006, the Durham-based company has partnered mainly with insurance agencies, MGAs, and carriers on payment processing solutions, and it’s now turning that experience working within state and federal regulations to the financial advisor industry, which is also highly regulated.

“For over 15 years our company has simplified money movement operations for highly-regulated businesses across the financial services industry,” said Simply Easier Payments Founder Duke Williams. “I’m a strong proponent for fee-only financial advice services and excited to help these professionals access industry-leading payment technology.”

Simply Easier offers both standalone payment options that can be set up quickly as well as customized solutions with company branding that can be embedded within the company’s own website. In both cases, customer information is kept secure in a Payment Information Vault and all applicable state and federal regulations are followed. Simply Easier maintains the highest level of security with PCI Level 1 validation.

For fee-only financial advisors, Simply Easier guarantees that access to account information and payment authorization remains strictly with the client, ensuring non-custodial financial advisors do not have access to sensitive customer data. Its robust customer portal also allows for automated invoicing and client-controlled auto-pay features.
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“Financial advisors face the same issues with customer payments as any business, but they have to handle them while meeting strict regulations,” added Williams. “At Simply Easier, we have worked through all those problems, so that you can focus on serving your clients.”