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:

UNLIMITED Client Accounts

MULTIPLE Advisor Accounts


Advanced Payment Settings

Customizable Invoices, Email, and Client Portal

Brand with Custom Logo


Access to Integrations

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

AdvicePay Screens

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

Kaleb Paddock

"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."

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. 

Charles Schwab
Redtail Logo
Veo One
Hello Sign
Wealthbox logo

AdvicePay Has The Resources You Need to Help You Launch or Grow Your Fee-For-Service Business

Are you Ready to Grow With AdvicePay?