Solution introduction
AdvicePay Enterprise is an advanced platform for large-scale RIAs and broker-dealers seeking unparalleled support, tailored features, and seamless API integration to thrive in the evolving landscape of fee-for-service financial planning
It is the complete solution to empower advisors to get paid for advice – the cornerstone of their business
This all-encompassing solution extends to every facet of fee-for-service financial planning, including billing, compliance, oversight, agreements, and beyond.
Enterprise features:
- Home office portal
- Options for invoice approvals
- Customizable advisor permissions
- Oversight of plan deliverables
- Sort advisors into offices with their own admin and branding
- Custom processes and workflows
- API and webhooks
- Dedicated enterprise relationship manager
- Due diligence
