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 732 reference ratings
4.8/5.0 (732)

5Testimonials

  • "Chad Chubb is a Certified Financial Plannerâ„¢, Certified Student Loan Professionalâ„¢, and the founder of WealthKeel and lead advisor. Chad has relied on AdvicePay for his electronic billing since 2018. We had the opportunity to meet with him and learn more about his business and how he has leveraged AdvicePay."

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