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.

Show more
  • 5 Testimonials View
  • No
    Case Studies Yet     Case Studies
  • No
    Videos Yet     Customer Videos
Customer Rating Review Score based on 862 reference ratings
4.8/5.0 (862)

5Testimonials

  • "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

  • "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

  • "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
4 more testimonials currently locked

Additional AdvicePay Information & Resources

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

FeaturedCustomers has 1,910,853+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.