Professional

Stop collecting paper checks and entering bills every month or quarter - create subscriptions to automatically send invoices and collect ongoing payments via ACH or credit card

Quickly determine the right fees for an engagement with customizable fee calculators based on income, net worth, complexity, or other factors

Create customized planning agreement templates that auto-fill with client and invoice data

Stop stressing about regulatory compliance with our built-in features designed to meet FINRA, SEC, and state requirements

Accept credit card and ACH payments without triggering custody to avoid additional compliance oversight requirements

Protect your clients’ sensitive data with robust security measures

Eliminate the risk of being kicked off generic payment processing platforms

Make AdvicePay your own with customizable branding options on invoices, email notifications, and more

Integrate with the industry’s most popular CRM, eSignature, and financial planning platforms to reduce errors and streamline processes

“AdvicePay is a huge time savings for me in terms of monthly and quarterly invoicing. I don’t have to think about it, I just let AdvicePay do its thing and automatically send out the invoices. I have zero accounts receivable at all times.”

Kaleb Paddock, CFP®

Ten Talents Financial Planning

Transform your fee-for-service workflow, risk-free

We‘re so confident in AdvicePay’s ability to improve your billing and payment operations, that we offer a risk-free, no-obligation, 14-day trial. See firsthand how it simplifies your processes and boosts efficiency.

If AdvicePay doesn’t meet your expectations, simply downgrade or cancel your account at any time. No hidden fees, no cancellation charges – just peace of mind. Your user data, including all transaction and audit history, is yours to keep.