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.
Making sure your billing software satisfies compliance requirements now and in the future can be tough to manage when you’re busy marketing your services, growing your practice, and — most importantly — providing value to your clients.
AdvicePay is built to address the unique compliance issues financial planners face when utilizing a fee-for-service model as part of their business.
A 2013 SEC Risk Alert noted that having online access to client accounts can trigger custody, if the online access includes the ability to withdraw funds or transfer funds to another account. While it’s not illegal for financial advisors to have custody, those who do are subject to substantial, additional compliance oversight requirements, including the obligation to arrange for an annual “surprise” audit — costing advisors time and money, costing at least $10,000 or more.
Regulators frequently issue rulings and preferences that change the way financial advisors do business. AdvicePay is the only billing and payment solution that is responsive to financial planning regulatory changes.
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At AdvicePay, we help financial advisors adapt to changing regulations and accepted practices with efficient system updates designed to reduce your burden in managing compliance. Don’t see a change that you need? We love receiving system enhancement requests from our customers. Easily submit a feature idea online anytime.