About AdvicePay Enterprise

Add Fee-For-Service Billing for Your Firm

Your advisors give away a lot of advice to the clients. Why not get paid for it? Now you can, with fee-for-service billing through AdvicePay. Designed to provide firms with the management structure, controled visibility and settings needed to oversee multiple advisors and their clients, AdvicePay Enterprise makes it possible.

AdvicePay Enterprise includes:

  • UNLIMITED Client Accounts
  • Multiple Advisor Management
  • Home Office Portal
  • Contracts and SLAs starting at $2,500/mo
  • Advanced Payment Settings
  • Customizable invoices, email and client portal
  • eSignature integration option – additional fee applies
  • One-Time Invoicing
  • Recurring Auto-Billing
  • Credit Card/ACH Payments
  • Payment/Payout Export
  • Compliant Workflows to avoid custody
  • AdvicePay’s industry leading data security

Contact us to discuss a subscription pricing model that fits your organization. AdvicePay charges competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% per ACH transaction). Add the eSignature integration upgrade option for $15/month per user.