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SUMMER 2025

AdvicePay Showcase

 

Explore the Summer '25 Showcase

ALL FEATURES SPECIAL OFFER
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Smarter

Automate more of your workflow

Smarter
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Better

Enjoy an easier-to-use AdvicePay

Better
Website Image - S25 Showcase - Faster

Faster

Turn today into payday with a click

Faster
Website Image - S25 Showcase - Stronger

Stronger

Protect your account with MFA

Stronger
See past Showcases:  Winter '25 →

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Work Smarter,
Not Harder

Let automation eliminate busywork so you can spend more time with clients, not your tech stack. Create custom connections between AdvicePay and the apps you rely on every day with a few clicks.

Zapier
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PROFESSIONAL, ENTERPRISE

Zapier

Connect AdvicePay to hundreds of apps with our new Zapier integration — no coding or dev team required. Automate repetitive tasks and create workflows that free up your time for what really matters: serving clients.

Explore the Possibilities

 

Better Navigation,
Cleaner Displays

Our latest UX updates make AdvicePay more intuitive at every step. With cleaner lists and sharper navigation, you spend less time hunting for data and more time serving the clients who matter most.

Inactive Client Status
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PROFESSIONAL, ENTERPRISE

Inactive Client Status

Say goodbye to overwhelming dropdowns and cluttered tables. With our new Inactive Client status, it's easier than ever to organize your book of business and stay focused on the clients who need your attention now.

See How it Works
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Get more done in fewer clicks

We've added more actions to tables and detail pages, so you can knock out your to-do list a little faster

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Find exactly what you need

Browse tables using enhanced filters, search, and additional related record info to gain insights

 

Faster Access
to Your Cash Flow

Get paid when you need it most. Now you can request your available payments immediately, giving you the flexibility and control to keep your business running smoothly.

Instant Payouts
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PROFESSIONAL

Instant Payouts

Accelerate your cash flow by requesting an instant payout for an additional 1.0% fee. Your funds will be transferred immediately, instead of using our standard timelines, giving you quick access to your earnings.

Show Me How
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Pay 1.0%* of your Instant Payout volume

*in addition to usual transaction fees

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Receive your available funds in about 30 mins

 

Stronger Security for Every Account

As cyberattacks become more sophisticated, we're raising the bar on security. With added protections automatically applied to all accounts, you can trust that your data is safeguarded.

Multi-Factor Authentication
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ESSENTIAL, PROFESSIONAL, ENTERPRISE

Multi-Factor Authentication

All AdvicePay logins are now safeguarded with multi-factor authentication, giving you peace of mind without the hassle. From the home office to advisors and their clients, everyone's accounts are protected with flexible, easy-to-manage options.

Learn More

 

Help Shape Future Showcases

Participate in one or more of the surveys below to let your voice be heard. Your responses help our product team plan and prioritize future features and enhancements for AdvicePay.
Survey – 5 minutes

AdvicePay + AdvisorBOB

If you currently use both platforms – or would like to in the future – give us your thoughts on how we can improve your experience.

Share Your Ideas
Survey – 5 minutes

Business Clients

Do you work with businesses? Tell us more about your needs with business clients and how AdvicePay could help you serve them better.

Take the Survey
Survey – 5 minutes

Paper Checks

Have clients who prefer to pay with a physical check? Give us some feedback on an idea that would make it easier to handle checks.

Tell Us What You Think

 

Use AdvicePay + AdvisorBOB Together and Save

To celebrate our teams joining forces, we've got a special offer!

For a limited time, your firm can unlock discounted prices when you use AdvicePay to accept credit card and ACH payments from clients and use AdvisorBOB to manage advisor compensation.

New to both platforms? Save even more!

 
Offer only available to new customers. 

 

All Features

Explore all the recent, noteworthy updates to AdvicePay by plan and category below.