Integrate fee-for-service into your operations
- Streamline billing and payment for advisors while maintaining customizable Home Office controls.
- Provide an intuitive client experience with a whitelabel portal, powered by AdvicePay.
- Enable clients to pay by ACH or credit card for simpler payment processing.
- Flexible advisor permission to fit your business model.
Know your workflows are compliant
- Clients enter their own account and payment information
- Payment workflows enable advisors to avoid custody
- Easily run reports in AdvicePay, and export your audit log
Receive Client, Advisor, and Home Office Support
- AdvicePay’s customer support response time averages less than 30 minutes during regular business hours.
- Enterprise Plus clients receive a dedicated AdvicePay relationship manager to ensure you’re getting the most out of your AdvicePay investment.
- Advisors have access to a Knowledge Based and direct messaging to AdvicePay Support via the Advisor Portal to easily answer the questions they have without tapping your internal resources.
- The AdvicePay Client Portal includes direct messaging to AdvicePay Support to assist clients as they set up and manage their account and payment information.
- When payment issues occur, AdvicePay Support reaches out to clients to help them resolve their account concerns and complete payment as soon as possible.
Contact our sales team to discuss your needs and how AdvicePay can help. Email us at firstname.lastname@example.org.