Read 5 AdvicePay reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose AdvicePay as their undefined

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.

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Customer Rating Review Scorebased on 680 reference ratings
4.8/5.0 (680)

5Testimonials

  • "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 standpoint."

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Read AdvicePay Reviews, Testimonials & Customer References from 5 real AdvicePay customers.