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

Grow Your Practice with AdvicePay Professional!

Handle billing and payment for all of your fee-for-service clients in one system, customized with your logo and brand messaging for the optimal client experience. Even manage client and payment agreements within the AdvicePay system when you add eSignature!

AdvicePay Professional includes:

  • UNLIMITED Client Accounts
  • Multiple Advisor Accounts
  • Advanced Payment Settings
  • Customizable invoices, email and client portal
  • eSignature integration
  • One-Time Invoicing
  • Recurring Auto-Billing
  • Credit Card/ACH Payments
  • Payment/Payout Export
  • Compliant Workflows to avoid custody
  • AdvicePay’s industry leading data security

All for just a $50/month subscription fee + competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% per ACH transaction).

Interested in taking a deeper dive into one of our plans? Select a plan below and view a brief demo.