No surprises. No secrets. And no hidden fees.
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
- 3.5% + $0.30 per credit card transaction fee
- 1.5% per ach transaction fee
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
- 3.5% + $0.30 per credit card transaction fee
- 1.5% per ach transaction fee
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
- Contact us to receive your custom pricing for ACH and credit/debit transaction fees
"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
| Clients | Up to 10 | Unlimited | Unlimited | Unlimited |
| Advisors | 1 Independent Advisor | Unlimited | Unlimited | Unlimited |
Transactions
| One-Time Payments | ||||
| Subscriptions | ||||
| Transfers | ||||
| Invoice Approval Process | - | - |
Signatures
| 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 | - | - | - |
| Choose Essential | Choose Professional | Choose Enterprise | Contact Us about Enterprise Plus |
Questions? We have answers.
Explore our frequently asked questions >>