has never been easier
Streamline Recurring Fees. Set-up auto pay for straightforward payment processing. You choose the frequency and amount, and we take care of the electronic invoicing and automated notifications to clients.
Easy Payments for Individual Services. Don’t make things complicated on your clients. Just send a one-time payment for individual services like a singular financial plan, hourly billing, or just to get your client started.
Accept ACH & Credit Cards
Get Paid Any Way You Want It. That’s the way you need it. Charge for fees via our transparent online billing system, and accept payments from ACH or credit cards.
Comply with Custody Regulations
Worry Free and Transparent Billing. AdvicePay prevents advisors from seeing their clients billing information, so you don’t have to worry about having custody of your clients funds.
View Everything in One Place. Access the notifications center, track client activity, generate client reports, and initiate electronic invoicing in one easy to use place.
Billing Information Made Simple and Accessible. Clients have their own dashboard that allows them to securely input their own banking info, manage payments, and see upcoming or past invoices.
STAY IN-THE-KNOW ABOUT ADVICEPAY
Learn more about AdvicePay and why it’s a good fit for your firm.