Plans Archive

Essential

Only for

$10/mth

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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
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Professional

Starting from

$50/user

per month

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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
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Enterprise

Starting from

$65/user

per month

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For small to medium sized firms needing additional advisor controls.

  • All Professional Features
  • Enterprise-Friendly Features & Controls
  • Multiple Advisor Management
  • Home Office Portal
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Enterprise Plus

Starting from

$2500

per month

Contact 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
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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


“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.

“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