No Surprises. No Secrets.
And No Hidden Fees.
We’re about making payments simple at AdvicePay, and that includes how you pay to use our services. Easily scale your subscription to meet the needs of your practice. As your business grows, we can help.
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
Perfect for advisors and ensemble firms looking for multiple advisor accounts, advanced features, and customization options.
- All Essential Features
- UNLIMITED Client Accounts
- Multiple Advisor Accounts
- Advanced Payment Settings
- Customizable invoices, email, and client portal
- Brand with custom logo
- eSignature
- Access to Integrations
An advanced platform for enterprise firms who require additional support, customized features, and API integration.
- All Professional Features plus
- Home Office Portal
- Options for Invoice Approvals
- Customizable Advisor Permissions
- Oversight Of Plan Deliverables
- Sort Advisors Into Offices With Their Own Admin and Branding
- Custom Processes and Workflows
- API and Webhooks
- Dedicated Enterprise Relationship Manager
- Priority Support
- Custom Development Work
- Due Diligence
- Custom Training and Webinars
3.5% + .30 per credit card transaction fee | 1.5% per ach transaction fee
*For Enterprise Plus:
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.,
AdvicePay is a huge time savings for me in terms of monthly and quarterly invoicing. I don't have to think about it and just let AdvicePay do its thing and automatically send out the invoices. I have zero accounts receivables at all times.
- Kaleb P.,
Compare the Plans
| Essential | |||
|---|---|---|---|
| Unlimited Clients | *Up to 10 | ||
| Unlimited Advisors | *1 Independent Advisor | ||
| One-Time Payments | |||
| Subscriptions | |||
| Transfers | |||
| Advanced Payment Options | |||
| eSignature | |||
| Invoice Approval Process | |||
| Access to Integrations | |||
| Brand with Custom Logo | |||
| Approval Processes | |||
| Deliverables | |||
| Dedicated Relationship Manager | |||
| API/Webhooks | |||
| Custom Training and Webinars | |||
| Due Diligence | |||
| Custom Development Work |
Frequently Asked Questions
All new users are offered a 14-day free trial to try AdvicePay. At the end of the 14-day free trial period, you’ll be charged the monthly AdvicePay subscription fee and automatically continue with your AdvicePay account.
Account Owners: upgrading or downgrading your plan is a cinch from your Settings! Just go to Firm Settings > Billing and click Change Plan. Select your desired plan and click Confirm Change.
The enterprise version of AdvicePay was built specifically to allow your firm to compliantly and efficiently manage one-time and recurring billing for multiple advisors. The enterprise login will allow you to fully control the AdvicePay system leveraging administrative level access to supervise all of your advisors.
On the Essential plan, advisors can issue standard one-time or subscription invoices. On Professional and Enterprise plans, advisors can access advanced payment features like adding an up-front payment to a subscription invoice, setting end-dates on subscriptions, and including a custom legal disclosure.
We have several tiers of advisor permission types on AdvicePay. Adding additional Full-Access, Standard, or Read-Only advisors to the account costs your advisor monthly fee. (No Login advisor entries do not have AdvicePay accounts, so they are free!) View our advisor permission types here.
The ability to add multiple advisors is only available on Professional and Enterprise plans.
AdvicePay's ACH fees are 1.5% and the credit card fees are 3.5% + $0.30/transaction.
For our Enterprise Plus users, discounted transaction fees are available based on volume. Contact us to get your custom pricing.
On AdvicePay, you can accept payments through the following:
- ACH
- Debit Card
- Credit Card (MasterCard, Visa, American Express, Discover)
- Brokerage Accounts (when debits are enabled on the brokerage account)
You're In Good Company
Firms of all sizes are using AdvicePay to stretch beyond the AUM model and grow their business through fee-for-service offerings.
Still have questions? We are here to help!