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Equip your firm to get paid for financial advice, at scale

Trusted by leading broker-dealers, RIAs, and independent financial advisors

Essential
$10
/month
All the basics to jump-start your fee-based business with confidence
1 advisor
Up to 10 clients
AdvicePay logo
One-time and recurring invoices
Accept card and ACH payments
TRY FOR FREE
*billed monthly + standard transaction fees
Professional
$50
/user per month
Advanced capabilities for growth-oriented advisors and ensemble firms
All Essential features, plus
Unlimited advisors and admins
Unlimited clients
Custom logo
Integrate with leading industry tools
TRY FOR FREE
*billed monthly + standard transaction fees
Enterprise
Custom
Let's talk! Scalable software solution for enterprise home offices and their advisors
All professional features, plus
Custom Engagement workflows
Deliverables
API access
Mobile check deposit
BOOK A DEMO
*1 or 3-yr terms + custom transaction fees

Transaction Fees

3.5% + $0.30

per credit card transaction

1.5%

per ACH transaction, minimum of $0.30

Enterprise

contact us for custom transaction fee rates

Plans for firms of all sizes

AdvicePay is designed to scale with your business. Check out each plan’s details to find the right fit for your firm.

FEATURES comptab-infoalt7-icon
ESSENTIAL
PROFESSIONAL
ENTERPRISE
Contract Length
Month-to-month
Month-to-month
1- or 3-year
Terms of Use
Standard MSA
Standard MSA
Redlined MSA
USERS
Clients
10
Unlimited
Unlimited
Advisors
1
Unlimited comptab-infoalt7-icon
Unlimited comptab-infoalt7-icon
Admins
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Reviewers
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BILLING & PAYMENTS
One-Time Invoices
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Subscriptions/Recurring Invoices
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Client Payment Portal
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Accept Credit Card Payments
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Accept ACH Payments
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Mobile Check Deposit
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ENGAGEMENT WORKFLOWS
Custom Engagement Workflows
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Advisor Segmentation
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Invoice Approval Process
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Deliverables
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INTEGRATIONS & API
Standard Integrations
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eSignature Integrations
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API
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FIRM SETTINGS
Fee Calculators
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Client Notifications
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Advisor Notifications
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Custom Logo
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Fee Scrape Reporting
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DATA & SECURITY
Privacy/Security Terms
DPA + SOC 2
DPA + SOC 2
DPA + SOC 2
Transaction Reporting
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Email Logs
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Audit Logs
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MFA Required
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SUPPORT
Support
Email
Email
Email
Knowledge Base
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Customer Success Manager
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Custom Training and Webinars
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Serious about launching or growing your fee-for-service offering? Here’s what you need to know.

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Build vs. Buy

Build vs. Buy
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Fee-for-Service Trend Report

Fee-for-Service Trend Report
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How AdvicePay Keeps Your Data Secure

How AdvicePay Keeps Your Data Secure

Try AdvicePay free for 14-days or request an Enterprise quote

14-DAY FREE TRIAL REQUEST A QUOTE