Billing & Payment Solution for Financial Planning | AdvicePay
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.
Financial Advisor Billing Platform Pricing | AdvicePay
“It took me almost two years to get our RIA to approve a new solution for our client subscription fees since we are the only advisor using that model. Yesterday, we ran our first subscription fee through AdvicePay. The team at AdvicePay was amazing! Thank you so much!”
About Us | AdvicePay
About Us We Saw a Need — and Addressed It Started in 2016 by respected financial planning experts, Alan Moore and Michael Kitces, AdvicePay was born out of a gap spotted in the financial advising world — the need for a streamlined, compliant, secure way for advisors to get paid for their advice.
Benefits of AdvicePay Platform | AdvicePay
In AdvicePay, your clients enter their own credit card and/or ACH information into the secure AdvicePay client portal; advisors don’t handle payment information. Our eSignature feature even allows client and payment agreements to be signed within AdvicePay, ensuring that the handling of all documentation, billing amounts, and payment …
Billing & Payment Platform Features | AdvicePay
AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs. Explore the features created to serve you and your clients.
Demos | AdvicePay
Grow Your Practice with AdvicePay Professional! Handle billing and payment for all of your fee-for-service clients in one system, customized with your logo and brand messaging for the optimal client experience. Even manage client and payment agreements within the AdvicePay system when you add eSignature!
Contact Us | AdvicePay
How AdvicePay Works; AdvicePay vs. Other Platforms Why Choose AdvicePay? The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your needs.
AdvicePay – Home | Facebook
AdvicePay, Bozeman. 54 likes. Getting paid has never been easier. AdvicePay helps streamline the billing process for financial advisors – with subscription billing, one time payment options, ACH and…
Financial Advisor News & Information | AdvicePay
Read and subscribe to AdvicePay's financial advisor news and information blog. Read and subscribe to AdvicePay's financial advisor news and information blog. … Login; AdvicePay Financial Advisor Community Blog. AdvicePay. Recent Posts. … Independent Payment Processing is Good For Financial Advisor Client Protection. May 24, 2018 By: …
Financial Advisor News & Information – AdvicePay
One thing we are big believers in here at AdvicePay is efficiency. When automation of billing-related tasks isn’t possible, we still want processes to be accomplished quickly and simply — without any unnecessary steps or undo hassle on your part!With…