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 >>