Overview: How AdvicePay Works
Flexible Billing Options
Payment Processing
eSignature
RIA Compliance
Data Security
Fee Calculator
Personalized Support
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.
Why Not Get Paid for Your Advice?
You give advice to clients all of the time. Why not get paid for it? Now you can, easily, with AdvicePay!
Created by Financial Advisors for Financial Advisors
AdvicePay is a platform designed to streamline billing and payment processes for fee-for-service financial planning. But don’t just take our word for it, hear from one of our customers about their experience with AdvicePay. Click the play button below to learn more.
New to fee-for-service? Learn more about how to grow your business with this model.