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
per monthGet 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
- Access to Integrations
per monthGet Started
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
Per ACH Transaction
Compare the plans
All the essentials for advisors.
For advisors and ensemble firms.
For small to medium sized firms needing additional advisor controls.
Firms who require additional support and custom features for their advisors.
|Clients||Up to 10||Unlimited||Unlimited||Unlimited|
|Advisors||1 Independent Advisor||Unlimited||Unlimited||Unlimited|
|Invoice Approval Process||-||-|
|Logo||-||Advisors can have their own logo||Advisors can have their own logo|
|Enable advisors to pay for AP account||-||-|
|Billing History||Advisors can have their own billing history||Advisors can have their own billing history|
|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|
|Enable advisor to upload templates||-|
|Email & Notification|
|Allow advisors to add custom messaging||-||-|
|Additional advisor-side email recipients|
|Custom Training & Webinars||-||-||-|
|Custom Development Work||-||-||-|
|API & Webhooks||-||-||-|
|Choose Essential||Choose Professional||Choose Enterprise||Contact Us about Enterprise Plus|
Questions? We have answers.
Explore our frequently asked questions >>