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
All the basics for a new firm or solopreneur.
- Up to 10 Client Accounts
- 1 Independent Advisor Account
- One-Time Invoicing
- Recurring Auto-Billing
- 0 Admin/Analyst Users
- AdvicePay Logo
Perfect for advisors and ensemble firms looking for multiple advisor accounts, advanced features, and customization options.
- All Essential Features
- UNLIMITED Client Accounts
- Multiple Advisor Accounts
- Advanced Payment Settings
- Customizable invoices, email and client portal
- Brand with custom logo
- eSignature
- Access to Integrations
An advanced platform for enterprise firms who require additional support, customized
features, and API integration.
- All Professional Features plus
- Home Office Portal
- Options for Invoice Approvals
- Customizable Advisor Permissions
- Oversight Of Plan Deliverables
- Sort Advisors Into Offices With Their Own Admin and Branding
- Custom Processes and Workflows
- API and Webhooks
- Dedicated Enterprise Relationship Manager
- Priority Support
- Custom Development Work
- Due Diligence
- Custom Training and Webinars
What Our Users Are Saying
Ready to give AdvicePay a Try?