general questions

What is AdvicePay and what do you do?

How does the trial work?

Why would I use AdvicePay over other popular payment processors?

What are the transaction costs on AdvicePay?

How does AdvicePay save my firm time?

Do my clients have to approve their subscription payments each month?

How does Enterprise work?

payments

Are there any limits on the amount Advisor’s can bill their clients?

Which payment methods are accepted on AdvicePay?

transfers

How do I receive ACH and Credit Card/Debit Card payments?

compliance

How does AdvicePay avoid custody?

What features in AdvicePay were added due to regulator concerns?

security

How does AdvicePay keep information secure?