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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
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.
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No Surprises. No Secrets. And No Hidden Fees.
All the essentials for advisors
- 10 Client Accounts
- 1 Advisor Account
- One-Time Invoicing
- Recurring Auto-Billing
- Credit Card/ACH Payments
- Payment/Payout Export
- Compliant Workflows
- AdvicePay’s industry leading data security
per monthGet Started
For advisors and ensemble firms.
- All Essential Features
- UNLIMITED Client Accounts
- Multiple Advisor Accounts
- Advanced Payment Settings
- Customizable invoices, email and client portal
- eSignature integration option – no additional fee
per monthGet Started
For small to medium sized firms needing additional advisor controls.
- All Professional Features
- Enterprise-Friendly Features & Controls
- Multiple Advisor Management
- Home Office Portal
per monthContact Sales
For enterprise firms who require additional support and custom features for their advisors.
- All Enterprise Features
- API and Webhooks
- Priority Support
- Practice Manager
- Contracts and SLA’s starting at $2500/mo
- Due Diligence
- Custom Training and Webinars
- Custom Development Work
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
Per ACH Transaction
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.