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.
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).