Enterprise

Define your own fee-for-service workflows and automate tasks to keep everyone focused on the things that matter most

Integrate with the industry’s most popular CRM, eSignature, and financial planning platforms to reduce errors and streamline processes

Leverage our API to dynamically share data between AdvicePay and your internal tools

Stop stressing about regulatory compliance with our built-in features designed to meet FINRA, SEC, and state requirements

Create templates, set limits, and require approvals to ensure nothing slips through the cracks, even with hundreds of engagements

Gather evidence of the services provided for all your collected fees with deliverables

"Building on our strategic relationship with AdvicePay, we are expanding our fee-for-service operations beyond payment management to include an end-to-end workflow including eSignature, invoicing, payment, and plan tracking with deep workflow integrations to our advisor workstation ClientWorks. Our goal is to equip advisors with the tools they need to establish industry-leading financial planning practices."

Erik Smith

SVP of Wealth Planning and Product Management at LPL Financial

Enterprise-grade security for the most rigorous environments

We prioritize security so you can prioritize your business. AdvicePay guarantees compliance with the most demanding industry security standards, based on the standards defined by both ISO 27001 and NIST 800-53. In addition to routine internal assessments, we perform a SOC 2 Type II audit, PCI SAQ A, and third-party vulnerability assessment annually. Our platform has passed security reviews from some of the strictest financial services enterprises.