Get started with AdvicePay Essential!
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
All for just a $10/month subscription fee + competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% per ACH transaction).
Need AdvicePay access for more than one advisor and unlimited clients? Check out AdvicePay Professional — or for firms with 25+ advisors, explore AdvicePay Enterprise.