No Surprises. No Secrets. And No Hidden Fees.
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
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
For small to medium sized firms needing additional advisor controls.
- All Professional Features
- Enterprise-Friendly Features & Controls
- Multiple Advisor Management
- Home Office Portal
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
We charge a fixed fee and a percentage of the transaction each time you accept a credit or debit card payment.
3.5% + $0.30
Per Credit Card Transaction
1.5%
Per ACH Transaction