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.
Send client agreements for signature with an invoice — in AdvicePay.
Get your client agreement signed and get paid all in one, easy workflow. Powered by Dropbox Sign, we’re proud to offer the eSignature upgrade for Professional and Enterprise accounts at no additional charge. Now you can handle more of your client onboarding in one system, saving you time and simplifying the process for your clients.
eSignature in AdvicePay allows you to:
- Easily upload UNLIMITED client agreement templates, customized for your firm
- Send client agreements for signature, with or without a separate payment request
- Process UNLIMITED documents
- Know you’re still compliant when you use AdvicePay!
Add the eSignature upgrade for free.
Simply log in to your AdvicePay account, select “eSignature,” then click on “Enable eSignature.” That’s it! eSignature is available with AdvicePay Professional and Enterprise.
Ready to add eSignature?
See eSignature in action
Get a full overview of how eSignature works in AdvicePay.
Not subscribed to AdvicePay yet? Check out package and pricing options.
*The eSignature feature is only available with Professional or Enterprise packages.