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

Enterprise Features

Enterprise Features

Personalized Support

Personalized Support

Customizable Client Experience

Customizable Client Experience

Accounting Software Integration

Accounting Software Integration

Industry Integrations and Partnerships

Industry Integrations and Partnerships

When You Get the Platform, You Get the Team

When financial advisors opt for another billing and payment solution for their practice, they’re running the risk of using a non-compliant solution that could increase their workload significantly — both now and in the event of an audit. They’re also choosing to be on their own when inevitable regulatory changes come along.

Our goal: a response time of 30 minutes during business hours. 


Personalized Help Desks — Based on the User

We have the online help you need as an advisor, and a separate Help Desk area for clients, accessible from the Client Portal.

AdvicePay's client help desk

Clients can search articles from the Client Portal Knowledge Base to quickly find the answers they need.

AdvicePay Client Knowledge Base

Clients can send us their AdvicePay system questions, so that you can focus on doing what you do best — giving your advice.

We answer client questions

Built for Financial Advisors, by Financial Advisors

We understand your financial planning business and we’re built for it, exclusively. You won’t have to figure out how to adapt a planning workflow to fit the tool; we’re ready to help you serve your clients. Check out our amazing team!

We’re Constantly Evolving

When regulations change, AdvicePay will adjust and inform you of how we’re adapting to the new rules and preferences as they are rolled out. You’ll receive a Release Notes email each month, summarizing how we’re developing/fixing/extending AdvicePay to better serve your needs.

Ideas Welcome

We’re building this platform ourselves, headquartered from our Bozeman, Montana, office. So if you have an idea for a feature, you can email it directly to us and we’ll listen. Many of our feature enhancements began with customer requests, and we intend to keep listening. Now, you can also submit your idea online.

We’re Here to Help

Our Customer Support team will blow you away with their responsiveness and helpful solutions to your questions and concerns. We’ve also taken the time to create a pretty stellar Help Desk where you can find many, many answers, how-to’s, and tips on using AdvicePay.