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.
"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. We got the opportunity to sit down with John Mason, Senior Financial Advisor, and understand more about their business and their use of AdvicePay in particular."
Read AdvicePay Reviews, Testimonials & Customer References from 5 real AdvicePay customers.