Grow Your Practice With AdvicePay Professional!
Handle billing and payment for all of your fee-for-service clients in one system, customized with your logo and brand messaging for the optimal client experience. Even manage client and payment agreements within the AdvicePay system when you add eSignature!
AdvicePay Professional Includes:
All for just a $50/user per month subscription fee + competitive rates on credit card and ACH transactions (3.5% + $0.30 per credit card transaction and 1.5% + $0.30 minimum per ACH transaction)
The AdvicePay Experience
Advisor Experience
Customizable Billing Options
Advisor Portal
Personalized Customer Support
Access to Industry Integrations
Advisor Knowledge Base
Compliant Workflows to avoid custody
Client Experience
Customizable Client Portal
Client Communication Emails Sent from AdvicePay
Personalized Emails and Invoices
Customer Support Team
Client Knowledge Base
AdvicePay + The Tools You Already Use
Our integrations are designed to help you operate more efficiently, allowing you to centralize processes and eliminate the tedious switching between multiple systems in the course of your daily work. View our integrations.
AdvicePay Has The Resources You Need to Help You Launch or Grow Your Fee-For-Service Business
