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AdvicePay

AdvicePay

Payment processing for financial advisors

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What billing options are on the Essential Plan vs. Professional and Enterprise?

On the Essential plan, advisors can issue standard one-time or subscription invoices. On Professional and Enterprise plans, advisors can access advanced payment features like adding an up-front payment to a subscription invoice, setting end-dates on subscriptions, and including a custom legal disclosure.

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What are the transaction costs on AdvicePay?
Why would I use AdvicePay over other popular payment processors?

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