Explore AdvicePay Plans
Interested in taking a deeper dive into one of our plans? Select a plan below and view a brief demo.
Get started with AdvicePay Basic!
Discover why more and more financial advisors are choosing AdvicePay to manage their billing and payment for their fee-for-service business.
- 10 Client Accounts
- 1 Advisor Account
- One-Time Invoicing
- Recurring Auto-Billing
- Credit Card/ACH Payments
- Payment/Payout Export
- Compliant Workflows
All for just a $10/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).
Need AdvicePay access for more than one advisor and unlimited clients? Check out AdvicePay Professional — or for firms with 25+ advisors, explore AdvicePay Enterprise.