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.
All the essentials for advisors.
For advisors and ensemble firms.
For small to medium sized firms needing additional advisor controls.
Firms who require additional support and custom features for their advisors.
|Clients||Up to 10|| Unlimited|| Unlimited|| Unlimited|
|Advisors||1 Independent Advisor|| Unlimited|| Unlimited|| Unlimited|
|One-Time Payments|| || || |
|Invoice Approval Process||–||–|
|Logo||–|| Advisors can have their own logo|| Advisors can have their own logo|
|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|
|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|
|Enable advisor to upload templates||–|
|Email & Notification|
|Allow advisors to add custom messaging||–||–|
|Additional advisor-side email recipients|
|Relationship Manager||–||–||–|| |
|Custom Training & Webinars||–||–||–|
|Custom Development Work||–||–||–|
|API & Webhooks||–||–||–|