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

eSignature

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

Why Not Get Paid for Your Advice?

You give advice to clients all of the time. Why not get paid for it? Now you can, easily, with AdvicePay!


Just Launched: Accounting Software Integration! Learn more >>


Created by Financial Advisors for Financial Advisors

AdvicePay is a platform designed to streamline billing and payment processes for fee-for-service financial planning. Here’s how it works.

New to fee-for-service? Learn more about how to grow your business with this model.