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

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.