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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.

Choose Your Subscription

Essential

Only for

$10/mth

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All the essentials for advisors

  • 10 Client Accounts
  • 1 Advisor Account
  • One-Time Invoicing
  • Recurring Auto-Billing
  • Credit Card/ACH Payments
  • Payment/Payout Export
  • Compliant Workflows
  • AdvicePay’s industry leading data security
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Professional

Starting from

$50/user

per month

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For advisors and ensemble firms.

  • All Essential Features
  • UNLIMITED Client Accounts
  • Multiple Advisor Accounts
  • Advanced Payment Settings
  • Customizable invoices, email and client portal
  • eSignature integration option – no additional fee
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Enterprise

Starting from

$65/user

per month

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For small to medium sized firms needing additional advisor controls.

  • All Professional Features
  • Enterprise-Friendly Features & Controls
  • Multiple Advisor Management
  • Home Office Portal
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Enterprise Plus

Starting from

$2500

per month

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For enterprise firms who require additional support and custom features for their advisors.

  • All Enterprise Features
  • API and Webhooks
  • Priority Support
  • Practice Manager
  • Contracts and SLA’s starting at $2500/mo
  • Due Diligence
  • Custom Training and Webinars
  • Custom Development Work
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What Our Users Are Saying

“I received great training and support from AdvicePay After using their platform my business skyrocketed! I would also like to say thank you to all your staff.”

Eleni Q.

“It took me almost two years to get our RIA to approve a new solution for our client subscription fees since we are the only advisor using that model. Yesterday, we ran our first subscription fee through AdvicePay. The team at AdvicePay was amazing! Thank you so much!”

Chad C., CFP

Ready to give AdvicePay a Try?