AdvicePay

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

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 Score based on 847 reference ratings
4.8/5.0 (847)

5Testimonials

  • "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. …

    Kaleb Paddock Founder

  • "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 …

    Guy M. Cumbie President

  • "Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor. Chad has relied on AdvicePay for his electronic billing since 2018. …

    Chad Chubb Founder
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