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

Personalized Support

Personalized Support

Customizable Client Experience

Customizable Client Experience

Accounting Software Integration

Accounting Software Integration

Industry Integrations and Partnerships

Industry Integrations and Partnerships

Have Confidence in a Secure System

We’ve designed the AdvicePay system to maximize data security at every level of our payment processing. We utilize the Stripe platform, a U.S.-based payment processor that manages billions of dollars each year. Stripe has been audited by a Payment Card Industry (PCI)-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available in the payments industry.



How We Protect Data — for You and Your Clients

Payment information is never stored in our database.

AdvicePay submits payment requests to Stripe securely via tokenization. Customer information is never stored directly on any AdvicePay servers. This approach enables information to remain securely stored in one place, guarding against compromise.

Data is hosted to maximize compliance and security.

AdvicePay’s physical infrastructure is hosted and managed within Amazon’s secure data centers and utilizes Amazon Web Services (AWS). Amazon continually manages risk and undergoes recurring assessments to ensure compliance with data security industry standards.

Amazon’s data center operations have been accredited under:

  • ISO 27001, ISO 27017, ISO 27018
  • SOC 1/SSAE 16/ISAE 3402, SOC 2, SOC 3
  • PCI DSS Level 1
  • FISMA Moderate
  • Sarbanes-Oxley (SOX)
  • SEC Rule 17a-4(f)

For additional information see: AWS Cloud Compliance.

All communications are encrypted.

AdvicePay uses HTTPS exclusively to ensure confidentiality and data integrity. HTTPS is the secure version of HTTP, the protocol over which data is sent between your browser and the website to which you are connecting. You can be confident all interaction between client and advisor browsers and the AdvicePay website are encrypted using the secure HTTPS protocols.

We’re committed to continuous improvement in data security.

AdvicePay employs adaptive machine learning to detect and prevent fraud by using Radar, a data aggregator used to identify potential fraud indicators across all of Stripe’s 100,000+ businesses. These proactive steps work to improve fraud detection and reduce the risk of improper use of the platform. Additionally, AdvicePay will undergo annual, independent, third-party penetration tests of technology to help identify any internal risks before issues arise.

We take privacy seriously, too. Review the AdvicePay Privacy Policy.

Need to share this information? Download our one-pager on Compliance.