About AdvicePay Essential

Get started with AdvicePay Essential!

Discover why more and more financial advisors are choosing AdvicePay to manage their billing and payment for their fee-for-service business.

  • 10 Client Accounts
  • 1 Independent Advisor Account
  • One-Time Invoicing
  • Recurring Auto-Billing
  • Credit Card/ACH Payments
  • Payment/Payout Export
  • Compliant Workflows

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.