Get Started with AdvicePay Essential!
Discover why more and more financial advisors are choosing AdvicePay to manage their billing and payment for their fee-for-service business. AdvicePay enables you to accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly.
AdvicePay Essential Includes:
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 for more than one advisor, unlimited clients, eSignature, or access to other integrations?
Check out AdvicePay Professional — or for firms with 25+ advisors, explore AdvicePay Enterprise.