Solution introduction
AdvicePay is the industry-leading billing and payment solution specifically designed for financial advisors to accept credit cards and ACH payments for all of their advice-based business
AdvicePay Professional is designed for advisors and ensemble firms looking for multiple advisor accounts, advanced features, and customization options
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
