Pricing Archive

Essential

Only for

$10/mth

Get Started

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
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Professional

Starting from

$50/user

per month

Get Started

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
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Enterprise

Starting from

$250

per month

Get Started

For small to medium-sized firms needing additional advisor controls and oversight.

  • $250/month minimum
  • 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 & Workflows
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Enterprise Plus

Starting from

$2500

per month

Contact Sales

An advanced platform for enterprise firms who require additional support, customized features, and API integration.

  • All Enterprise Features
  • API and Webhooks
  • Dedicated Enterprise Relationship Manager
  • Priority Support
  • Custom Development Work
  • Due Diligence
  • Custom Training and Webinars
  • Contracts and SLA’s starting at $2500 per month
Compare the Plan

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


My Business Skyrocketed

“I received great training and support from AdvicePay After using their platform my business skyrocketed! I would also like to say thank you to all your staff.”

Eleni Q.

Amazing!

“It took me almost two years to get our RIA to approve a new solution for our client subscription fees since we are the only advisor using that model. Yesterday, we ran our first subscription fee through AdvicePay. The team at AdvicePay was amazing! Thank you so much!”

Chad C., CFP

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

ClientsUp to 10 Unlimited Unlimited Unlimited
Advisors1 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---
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