Essential

Only for

$10/mth

Get Started

All the essentials for advisors

  • 10 Client Accounts
  • 1 Independent 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

Get Started

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

$45/user

per month

Get Started

For small to medium sized firms needing additional advisor controls.

  • $250/month minimum
  • The $45/month will count towards the minimum.
  • 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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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


“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

Compare the plans

ESSENTIAL
All the essentials for advisors.
PROFESSIONAL
For advisors and ensemble firms.
ENTERPRISE
For small to medium sized firms needing additional advisor controls.
ENTERPRISE Plus
Firms who require additional support and custom features for their advisors.

Users

ClientsUp to 10 Unlimited Unlimited Unlimited
Advisors1 Independent Advisor Unlimited Unlimited Unlimited

Transactions

One-Time Payments
Subscriptions
Transfers
Invoice Approval Process--

eSignatures

Contracts-
Templates-

Settings

Company
Firm Name
Logo- Advisors can have their own logo Advisors can have their own logo
Admin Users-
Billing
Change Plan
Enable advisors to pay for AP account--
Billing History Advisors can have their own billing history Advisors can have their own billing history
Transactions
Invoice approvals--
Subscription Date Range
Max Invoice Amount & Subscription Term--
Invoice Disclosure- Firm managers can disable for advisors Firm managers can disable for advisors
Description of Services Firm managers can disable for advisors Firm managers can disable for advisors
Document Vault
Enable advisor to upload templates-
Email & Notification
Allow advisors to add custom messaging--
BCC recipients
Advisor notifications
Additional advisor-side email recipients
Integrations-

Custom Work

Relationship Manager---
Custom Training & Webinars---
Custom Development Work---
API & Webhooks---
Due Diligence---
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