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.
Customize AdvicePay for Your Firm
AdvicePay Professional and Enterprise subscriptions offer advanced customization options to fully integrate your brand with the AdvicePay experience for your clients.
Clients See and Control Through the AdvicePay Client Portal
Give your clients a personalized, convenient experience without increasing your workload. The AdvicePay Client Portal allows your clients to perform a number of account actions, without the help of their advisor, including:
- Update payment information
- Handle failed payment issues
- View previous invoices
- View payment status on invoices
- Update profile information
Manage How Communication is Sent to Your Clients
Choose which client communication emails are sent from AdvicePay, or from your personal email account. Opt to send invoices from your personal account if you choose, or keep things easy and send all messages through AdvicePay.
Add Your Firm’s Name and Logo
Customize the AdvicePay Client Portal that your clients see and use by adding your firm’s logo to the page. They’ll be reassured that they are in the right spot, and you’ll still get the efficient, compliant, and data secure value of using AdvicePay for your practice.
Personalize Emails and Invoices from AdvicePay
The AdvicePay system automates a number of client emails and transaction confirmations. Now, you can customize these automatic messages with your firm’s logo and name, and even add your own messaging to the email for even more of a personal touch.
