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. We had the opportunity to sit down with him to learn more about his business and his use of AdvicePay in particular."
Read AdvicePay Reviews, Testimonials & Customer References from 5 real AdvicePay customers.