AdvicePay
HQ Address
24 E Main St, Bozeman, MT 59715, United States
Website Address
Business introduction
Efficient. Compliant. Secure.
Unlock a new era of revenue potential by profitably overseeing the compliance, delivery, and payments of fee-for-service financial planning
Whether it serves as an alternative or a complement to assets under management (AUM) billing, fee-for-service is an important component of an advisor’s business. Started in 2016 by respected financial planning experts Alan Moore and Michael Kitces, AdvicePay is the only platform that provides a complete solution, allowing firms to be paid for their insight and guidance.
Whether you are a solopreneur, RIA, or Broker-Dealer, AdvicePay makes it possible for you to maximize your revenue potential. Covering everything from seamless billing and secure payments to streamlined workflows and cutting-edge compliance management, AdvicePay equips you with the essential tools to elevate and expand fee-for-service financial planning within your firm.
AdvicePay Solutions
Enterprise Platform
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 ...
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Financial & Retirement Planning
Professional Platform
Professional features: One-time invoicing Recurring auto-billing Unlimited client accounts Multiple advisor accounts Advanced payment settings Customizable invoices, email and client portal Brand with custom logo Access to esignature Access to integrations ...
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Financial & Retirement Planning
