Feature Set

AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs. Explore the features created to serve you and your clients.



ESSENTIAL
All the essentials for advisors.
PROFESSIONAL
For advisors and ensemble firms.
ENTERPRISE
For small to medium sized firms needing additional advisor controls.
ENTERPRISE Plus
Firms who require additional support and custom features for their advisors.

Users

ClientsUp to 10 Unlimited Unlimited Unlimited
Advisors1 Unlimited Unlimited Unlimited

Transactions

One-Time Payments
Subscriptions
Transfers
Invoice Approval Process

eSignatures

Contracts
Templates

Settings

Company
Firm Name
Logo Advisors can have their own logo Advisors can have their own logo
Admin Users
Billing
Change Plan
Enable advisors to pay for AP account
Billing History Advisors can have their own billing history Advisors can have their own billing history
Transactions
Invoice approvals
Subscription Date Range
Max Invoice Amount & Subscription Term
Invoice Disclosure Firm managers can disable for advisors Firm managers can disable for advisors
Description of Services Firm managers can disable for advisors Firm managers can disable for advisors
Document Vault
Enable advisor to upload templates
Email & Notification
Allow advisors to add custom messaging
BCC recipients
Advisor notifications
Additional advisor-side email recipients
Integrations

Custom Work

Relationship Manager
Custom Training & Webinars
Custom Development Work
API & Webhooks
Due Diligence
Choose EssentialChoose ProfessionalChoose EnterpriseContact Us about Enterprise Plus