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Collect advisory fees via ACH or credit card, without worrying about compliance

Automate repetitive tasks like recurring billing or tracking plan deliverables

Configure permissions, settings, and approvals to match your firm’s desired processes

Include eSign documents with your invoices and subscriptions

Sync client information from RedTail, Wealthbox, or Salesforce

Enable single sign-on with your most-used apps

Onboarding guidance and best practices

Exclusive educational content from industry experts

Customer support that knows our product and the industry

“Thanks to AdvicePay and education on fee-for-service, LPL advisors have doubled their financial planning revenue over the past three years. Our internal analysis consistently shows that advisors who engage in financial planning and charge for that advice grow twice as fast as their peers."

Erik Smith, CFP®

VP Product Management, LPL Financial

Do more business with convenient client payment options

AdvicePay makes it easy to get paid for your advice. Accept credit cards and ACH payments for one-time, retainer, or subscription invoices, making your expertise accessible to more clients than ever.

Credit Cards

ACH

Checks

Brokerage Accounts

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Reduce compliance risks with built-in safeguards

Review and report on every plan, no spreadsheets required. Centralize financial plan oversight in one platform that can create and enforce compliant workflows.

SEC

FINRA

State Regulations

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