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 option – additional fee applies
- 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). Add the eSignature integration upgrade option for $15/month per user.
Explore AdvicePay Plans
Interested in taking a deeper dive into one of our plans? Select a plan below and view a brief demo.