Curious to learn more about fee-for-service or the AdvicePay experience? Explore our Video Library.
Category: Archive Content
This is where you can change descriptions, call to action buttons, and header images for archives. Archives include: Demos, FAQs, Feautres, News, Plans, Team, Videos
Demos Archive
Attend an online demo of AdvicePay
Ready to see how AdvicePay can help you launch or grow your fee-for-service business? Let us give you a tour of the unique features of the platform and answer any questions you might have about how AdvicePay can work for you.
Registration is required. Plan on approximately 45 minutes to participate.
Register for an upcoming demo
Team Archive
A Quality Platform Comes from Quality People
It takes an amazing team of people to imagine, create, share, and support the AdvicePay platform. We’re proud to introduce these folks to you as part of your team in support of your success.
Interested in joining us? Check out our Careers page for current openings.
FAQs Archive
News Archive
Have a media mention for us to post? Please send an email to marketing@advicepay.com to let us know about it!
Pricing Archive
No Surprises. No Secrets. And No Hidden Fees.
All the basics for a new firm or solopreneur.
- Up to 10 Client Accounts
- 1 Independent Advisor Account
- One-Time Invoicing
- Recurring Auto-Billing
- 0 Admin/Analyst Users
- AdvicePay Logo
Perfect for advisors and ensemble firms looking for multiple advisor accounts, advanced features, and customization options.
- All Essential Features
- UNLIMITED Client Accounts
- Multiple Advisor Accounts
- Advanced Payment Settings
- Customizable invoices, email and client portal
- Brand with custom logo
- eSignature
- Access to Integrations
An advanced platform for enterprise firms who require additional support, customized
features, and API integration.
- All Professional Features plus
- Home Office Portal
- Options for Invoice Approvals
- Customizable Advisor Permissions
- Oversight Of Plan Deliverables
- Sort Advisors Into Offices With Their Own Admin and Branding
- Custom Processes and Workflows
- API and Webhooks
- Dedicated Enterprise Relationship Manager
- Priority Support
- Custom Development Work
- Due Diligence
- Custom Training and Webinars
We charge a fixed fee and a percentage of the transaction each time you accept a credit or debit card payment.
3.5% + $0.30
Per Credit Card Transaction
1.5%
Per ACH Transaction
Compare the plans
ESSENTIAL All the essentials for advisors. | PROFESSIONAL For advisors and ensemble firms. | ENTERPRISE For small to medium sized firms needing additional advisor controls. | ENTERPRISE Plus Firms who require additional support and custom features for their advisors. |
Users
Clients | Up to 10 | Unlimited | Unlimited | Unlimited |
Advisors | 1 Independent Advisor | Unlimited | Unlimited | Unlimited |
Transactions
One-Time Payments | ||||
Subscriptions | ||||
Transfers | ||||
Invoice Approval Process | - | - |
eSignatures
Contracts | - | |||
Templates | - |
Settings
Company | ||||
Firm Name | ||||
Logo | - | Advisors can have their own logo | Advisors can have their own logo | |
Admin Users | - | |||
Billing | ||||
Change Plan | ||||
Enable advisors to pay for AP account | - | - | ||
Billing History | Advisors can have their own billing history | Advisors can have their own billing history | ||
Transactions | ||||
Invoice approvals | - | - | ||
Subscription Date Range | ||||
Max Invoice Amount & Subscription Term | - | - | ||
Invoice Disclosure | - | Firm managers can disable for advisors | Firm managers can disable for advisors | |
Description of Services | Firm managers can disable for advisors | Firm managers can disable for advisors | ||
Document Vault | ||||
Enable advisor to upload templates | - | |||
Email & Notification | ||||
Allow advisors to add custom messaging | - | - | ||
BCC recipients | ||||
Advisor notifications | ||||
Additional advisor-side email recipients | ||||
Integrations | - |
Custom Work
Relationship Manager | - | - | - | |
Custom Training & Webinars | - | - | - | |
Custom Development Work | - | - | - | |
API & Webhooks | - | - | - | |
Due Diligence | - | - | - |
Choose Essential | Choose Professional | Choose Enterprise | Contact Us about Enterprise Plus |
Questions? We have answers.
Explore our frequently asked questions >>
Features Archive
AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs. Explore the features created to serve you and your clients.