AdvicePay — Finance & Accounting

What is AdvicePay?

AdvicePay is an industry-leading platform designed specifically for fee-for-service financial planners. It streamlines the entire process of billing clients, collecting payments, and maintaining compliance, so you can get paid for your advice without the administrative headache. Instead of juggling spreadsheets and manual invoicing, AdvicePay centralizes your billing, payment collection, and compliance workflows in one secure place.

The Problem It Solves

Many financial advisors struggle with the operational side of charging for advice—whether that's invoicing, tracking deliverables, or staying compliant with regulations from SEC, FINRA, and state authorities. AdvicePay automates recurring billing, tracks plan deliverables, and enforces compliant workflows, reducing risk and saving you hours of back-office work. It also allows clients to pay via ACH or credit card, making it easier for clients to pay and for you to get paid faster.

Who It's For

AdvicePay is ideal for independent financial advisors, RIAs, and broker-dealers offering fee-for-service planning. It's trusted by over 3,200 firms, including 11 of the top 15 broker-dealers. If you're an advisor who charges for financial plans, retainers, or subscriptions, AdvicePay is built for you. It's not for advisors who rely solely on commission-based models or those who don't need to bill clients directly.

Real Use Cases

Advisors use AdvicePay to send one-time invoices for a financial plan, set up recurring subscription billing for ongoing advice, and collect fees via credit card or ACH. The platform also integrates with popular CRMs like RedTail, Wealthbox, and Salesforce, and offers eSignature capabilities to finalize engagement letters. With features like mobile check deposit and API access for enterprise clients, it scales from solo practitioners to large firms.

• Invoices & Billing — Create one-time or recurring invoices effortlessly, with options for subscriptions and retainers.
• Payment Processing — Accept credit card and ACH payments securely, reducing friction for clients.
• Engagement Workflows — Automate compliance workflows with custom approvals and guardrails to stay compliant.
• eSignature Integration — Send and collect signed documents directly with your invoices via Dropbox Sign, Docusign, or Adobe Acrobat Sign.
• Tech Stack Integrations — Sync client data from RedTail, Wealthbox, Salesforce, and more; plus Zapier and API access for custom automation.
• Compliance Reporting — Centralize oversight with transaction reporting, audit logs, and required MFA for security.

AdvicePay pricing: from $10/mo.

For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →

Essential — $10/month

For solo advisors: 1 advisor, up to 10 active clients, one-time and recurring invoices, accept card and ACH payments. Billed monthly plus standard transaction fees.

Professional — $50/user per month

For growing firms: all Essential features plus unlimited advisors and admins, unlimited clients, custom logo, and integration with leading industry tools. Billed monthly plus standard transaction fees.

Enterprise — Custom

For large home offices: all Professional features plus custom engagement workflows, deliverables, API access, and mobile check deposit. Requires 3-year term and custom transaction fees.

Try AdvicePay free for 14 days or request a quote.

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