Simply Easier Payments Expands Services To the Financial Advisor Vertical 

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.

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.

Founded in 2006, Simply Easier Payments is a leading total payment solution partner for the insurance sector and financial advisors accepting mobile and online payments. Providing a one-stop credit card payment processing solution designed for regulated businesses, it offers a hassle-free experience without the high fees other providers charge, and it’s 100 percent compliant in all 50 states in the U.S. For more than a decade, Simply Easier Payments has provided secure, compliant, and reliable payment solutions to thousands of businesses around the nation. Since its inception, reliability and affordability have been the cornerstone principles for delivering real, working solutions to its customers. To learn more, visit: 

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