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AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly all through the AdvicePay system.
"Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Since launching his firm in 2018, Kaleb has come to trust and rely on AdvicePay for his electronic billing. …
"Guy M. Cumbie, President of Cumbie Advisory Services, Inc., has been using AdvicePay since July of 2019. We sat down with him to discuss his use of AdvicePay and how …
"If your process today is collecting physical checks for fee-for-service OR if you are thinking of starting a fee-for-service model, AdvicePay is the answer from both a convenience and efficiency …
Read AdvicePay Reviews, Testimonials & Customer References from 5 real AdvicePay customers.
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