Get Paid for Your Advice with AdvicePay!
Created for financial advisors by financial advisors, AdvicePay is the only billing and payment solution for financial planners designed specifically for the fee-for-service practice model.
In AdvicePay, you can:
- Issue one-time or recurring/subscription invoices
- Accept credit cards and/or ACH payments
- Avoid custody with compliant workflows
- Customize the Client Portal and AdvicePay emails with your firm’s logo*
- Send client agreements and payment agreements for eSignature**
- Download full transaction and email logs
*Customization options available with Professional and Enterprise subscriptions only.
**AdvicePay’s eSignature upgrade is available for just $15/month/user.
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