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 Integration

eSignature Integration

RIA Compliance

RIA Compliance

Data Security

Data Security

Fee Calculator

Fee Calculator

Personalized Support

Personalized Support

Customizable Client Experience

Customizable Client Experience

Accounting Software Integration

Accounting Software Integration

Industry Integrations and Partnerships

Industry Integrations and Partnerships

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.

AdvicePay communication controls

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.