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

At AdvicePay, we value our connections and relationships across the financial advising industry, improving the efficiency and business management experience of financial advisors working in a variety of settings and practice models.

Industry Integrations & Partnerships

Easy access to the AdvicePay platform is available through the following industry integrations and partnerships:

Cetera Financial Group

Strategic Partnerships

We’re proud to work with the following organizations and associations that support advisors who include the fee-for-service model in their practices.

XY Planning Network
FA Bean Counters

Let’s Work Together

Interested in discussing a portal integration or enterprise solution to bring AdvicePay to your team? Let’s talk! Email sales@advicepay.com to start the conversation.