advicepay.com
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104.196.143.47
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Submitted URL: http://advicepay.com/
Effective URL: https://advicepay.com/
Submission: On December 05 via manual from US — Scanned from DE
Effective URL: https://advicepay.com/
Submission: On December 05 via manual from US — Scanned from DE
Form analysis 3 forms found in the DOM
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<div class="searchBar"> <input type="text" value="" name="s" id="s" placeholder="Search AdvicePay"> <input type="hidden" value="1" name="sentence"> <input type="submit" id="searchsubmit" value="❯"></div>
</form>Text Content
Skip to content AdvicePay Payment processing for financial advisors * Try AdvicePay * Why AdvicePay? * Features * Integrations * AdvicePay vs. Other Platforms * Data Security * Success Stories * Solutions * Enterprise * Professional * Essential * Compare Plans * Pricing * Resources * Watch a Demo * Blog * FAQs * Free Downloads * Video Library * Fee-For-Service Business Plan * About Us * Help Desk * Contact Us * Login EFFICIENT. COMPLIANT. SECURE. GROW YOUR REVENUE WITH ADVICEPAY, THE INDUSTRY-LEADING BILLING AND PAYMENT SOLUTION FOR FEE-FOR-SERVICE FINANCIAL PLANNING. Get Started DO MORE FINANCIAL PLANNING. ENGAGE MORE CLIENTS. GROW YOUR FEE-FOR-SERVICE REVENUE. Take back your time with automated invoicing, payment tracking, and streamlined compliance. Implement AdvicePay, the industry-leading solution for efficient, compliant, and secure billing in your financial planning business. View Plans and Pricing ADVICEPAY PROVIDES YOU WITH THE FLEXIBLE BILLING & PAYMENT FEATURES YOU NEED: FLEXIBLE BILLING OPTIONS PAYMENT PROCESSING ESIGNATURE RIA COMPLIANCE -------------------------------------------------------------------------------- DATA SECURITY FEE CALCULATOR PERSONALIZED SUPPORT CUSTOMIZABLE CLIENT EXPERIENCE TAKE THE ADVICEPAY ONLINE TOUR! Click for sound 2:36 CHOOSE THE PLAN THAT'S RIGHT FOR YOU. ESSENTIAL Only for $10/mth Get Started All the basics for a new firm or solopreneur. * Up to 10 Client Accounts * 1 Independent Advisor Account * One-Time Invoicing * Recurring Auto-Billing * 0 Admin/Analyst Users * AdvicePay Logo Compare the Plan PROFESSIONAL Starting from $50/user per month Get Started Perfect for advisors and ensemble firms looking for multiple advisor accounts, advanced features, and customization options. * All Essential Features * UNLIMITED Client Accounts * Multiple Advisor Accounts * Advanced Payment Settings * Customizable invoices, email and client portal * Brand with custom logo * eSignature * Access to Integrations Compare the Plan ENTERPRISE Starting from $Let's Talk per month Get Started An advanced platform for enterprise firms who require additional support, customized features, and API integration. * All Professional Features plus * 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 * Priority Support * Custom Development Work * Due Diligence * Custom Training and Webinars Compare the Plan WATCH A DEMO See AdvicePay in action and learn how you can handle billing and payment for all of your fee-for-service clients in one system. Watch Now FREE TRIAL, ANYONE? Need to try before you buy? Sign up for a free 14-day trial of AdvicePay. We’re so confident you won’t want to leave that we don’t ask for an upfront commitment. Get Started Now THE STORY -------------------------------------------------------------------------------- We’re relatively new to fintech – but not to financial planning. Building AdvicePay is fueled by the passion and deep experience of our co-founders, Michael Kitces and Alan Moore. As leaders in the financial services industry, Michael and Alan are strong advocates for evolving the field of financial planning beyond assets under management to helping clients build wealth, from the ground up. The fee-for-service model of financial planning is now road-ready with AdvicePay. How did they do it? Learn more. MADE WITH LOVE IN MONTANA We’re proud to be a local business with national impact, headquartered in the beautiful town of Bozeman, Montana. Learn more about our amazing team, in Montana and beyond. -------------------------------------------------------------------------------- CONNECT WITH US! INDUSTRY INTEGRATIONS AND PARTNERSHIPS: 8 cambridge logo 4 9 lpl htk valmark xy planning network XY Bean Counter Logo Copy of Enterprise Logos (2) Enterprise-Logos-2 DocuSign Logo Enterprise-Logos-3 Precise FP Enterprise-Logos-1 Enterprise-Logos EnterpriseLogos14 Enterprise-Logos-4 Female Advisor Network Logo Money guide logo bimporter logo advisor roadmap logo CONTACT US * First Name* * Last Name* * Email Address* * Phone Number * Message* * CAPTCHA * Email This field is for validation purposes and should be left unchanged. Try AdvicePay Sign up for our blog Notification Frequency * Blog * Resources * About Us * Help Desk * Contact Us Get Started Begin billing & receiving payments today with no waiting period! © Copyright 2023 AdvicePay Notifications