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AdvicePay

Read 5 AdvicePay reviews and testimonials from customers, explore 2 case studies and customer success stories, and watch customer videos to see why companies chose AdvicePay as their Payment Processing Software

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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  • 5 Testimonials View
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Customer Rating Review Score based on 933 reference ratings
4.8/5.0 (933)

5Testimonials

  • "Mason & Associates, LLC, has plans to redefine the financial planning industry, client by client. Their team has come to trust and rely on AdvicePay for its payment processing solutions. …

    John Mason Senior Financial Advisor

  • "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

  • "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
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2 Case Studies

  • Osaic boosts fee processing 4X in 60 days with AdvicePay

  • LPL Financial doubles financial planning revenue in 3 years with AdvicePay

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Additional AdvicePay Information & Resources

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

Browse AdvicePay Case Studies, Customer Success Stories, & Customer References from 2 businesses that use AdvicePay.

FeaturedCustomers has 2,105,131+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.