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.


Overview: How AdvicePay Works

Overview: How AdvicePay Works

Flexible Billing Options

Flexible Billing Options

Payment Processing

Payment Processing

eSignature

eSignature

RIA Compliance

RIA Compliance

Data Security

Data Security

Fee Calculator

Fee Calculator

Personalized Support

Personalized Support

Customizable Client Experience

Customizable Client Experience

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.