Watch a Demo

Take a Tour of AdvicePay

Ready to see how AdvicePay can help you launch or grow your fee-for-service business?

See AdvicePay Professional in Action

Watch our Professional platform introduction and tour and learn how AdvicePay can help you stretch beyond the AUM model and grow your business through fee-for-service offerings. Explore AdvicePay at your own pace with our library of recorded videos or join us during a live event. For questions, fill out our contact form and we will follow up with you!

With AdvicePay, you can 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!

Need an advanced platform for your enterprise firm? Learn more about our Enterprise platform here.

Live Product Tour - What is AdvicePay?

Every Tuesday, we go live to show you the unique features of the platform and answer any questions you might have about how AdvicePay can work for you, in just 30 minutes! Click on one of the dates below to register.

AdvicePay Account Set Up and Best Practices

Now that you've established AdvicePay is the right tool for you, join us on Thursdays as we help you get set up on the platform. In 30 minutes we take you through step-by-step how easy it is to calibrate your account so you can start billing! Click on one of the dates below to register.

See AdvicePay in action with an in-depth recording. Watch below!

Need AdvicePay for more than 25+ advisors?

Designed to provide firms with the management structure, controlled visibility and settings needed to oversee multiple advisors and their clients, AdvicePay for Enterprise makes it possible. 

Video Library

AdvicePay Makes it Easy For You To:

Handle billing and payment for all of your fee-for-service clients in one system

Send client agreements for signature with an invoice with eSignature

Automate the entire lifecycle of fee-for-service financial planning

Diversify your financial planning revenue

Increase market reach with next-generation clients

Streamline your workflows

"Love this software. It makes my life and the Advisors in our firm much easier when it comes to billing clients."

"This is a great system that allows us to function as advisors to our clients and gives us the ability to charge a subscription fee in addition to the one time fees that we charge for our advice."

"Advicepay is simply the best, simplest way to do financial planning in a compliant way. Peak flexibility and simplicity."

Are you ready to grow with AdvicePay?