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AdvicePay

Brand : AdvicePay

Starting at $ 10

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AdvicePay is a specialized billing and payment platform designed for financial advisors, facilitating compliant fee-for-service billing, and automating payment processing for financial planning services....Read more

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AdvicePay Software Pricing, Features & Reviews

What is AdvicePay?

AdvicePay is a unique billing and invoicing software created for financial advisors. It makes it easy for them to charge fees for their services and handles payments automatically. The platform is designed to follow all the rules and regulations related to billing and payments. It provides a safe and compliant space for both advisors and clients to manage their financial transactions.

With features created for the financial industry, AdvicePay makes billing for services smoother, helping professionals get paid for their expertise. The platform ensures that advisors stick to financial regulations, offering a dependable solution for their payment needs. In simple terms, AdvicePay is a tool that helps financial advisors effectively handle their billing and payment tasks.

Why Choose AdvicePay Software?

  • Compliance Assurance: It makes sure financial transactions follow the rules, creating a safe space for billing and payments in financial advising.
  • Made for Financial Advisors: The software is designed specifically for financial advisors, taking care of their special billing and payment needs.
  • Easy Fee Charging: It makes it simple for financial professionals to charge fees for their services with an automated process.
  • Safe and Compliant Transactions: It provides a safe and rule-following environment for advisors and clients to handle their financial transactions, keeping data secure.
  • Features for Finance:With tools created for finance, AdvicePay meets the particular needs of financial advisors in handling billing and invoices.
  • Smooth Payments: The software handles payments automatically, making it easy and stress-free for advisors and their clients.
  • Trustworthy Solution: It is a dependable choice for billing and payments, giving financial advisors confidence in managing their money matters.

Functionalities of AdvicePay Platform

  • Rule Adherence: Ensures that all financial transactions follow necessary rules and regulations.
  • Advisor-Focused Tools: Tailored for financial professionals, providing tools that meet their unique billing and payment requirements.
  • Automated Billing for Services: Simplifies the process of charging fees for financial services through automated billing tasks.
  • Secure Transactions: Creates a secure environment for both professionals and clients to handle financial transactions, ensuring data safety.
  • Industry-Tailored Features: With features designed for the financial sector, it caters to specific needs in managing billing and invoicing.
  • Efficient Payment Processing: Automates payment processing, making it efficient and hassle-free for professionals and clients.
  • Reliable Financial Solution: Offers a dependable solution for billing and payment tasks, instilling confidence in managing financial transactions.

Benefits of AdvicePay Billing and Invoicing Software

  • Effortless Compliance: Ensures compliance with financial regulations without requiring extra effort from users.
  • Advisor-Centric Convenience: Tailored for financial professionals, providing a convenient platform for their billing and invoicing needs.
  • Simplified Fee Management: Streamlines the management of fees for financial services, reducing complexity in the billing process.
  • Enhanced Data Protection: Creates a secure environment for transactions, placing a high emphasis on protecting sensitive data.
  • Industry-Specific Efficiency: Tailored features for the financial sector enhance efficiency in managing billing processes.
  • Smooth Payment Handling: Automated payment processing ensures a smooth and trouble-free experience for both professionals and clients.
  • Dependable Financial Support: Offers a reliable and trustworthy solution for managing financial transactions supporting the needs of financial professionals.

Pricing of AdvicePay Billing and Invoicing Platform

AdvicePay billing and invoicing platform pricing starts from $10 at techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

AdvicePay Pricing & Plans

Essential
  • up to 10 Client Accounts
  • 1 Independent Advisor Account
  • One-Time Invoicing
  • Recurring Auto-Billing
  • 0 Admin/Analyst Users
  • AdvicePay Logo
    • Monthly
Starting at $ 10
Professional
  • All Essential Features
  • UNLIMITED Client Accounts
  • Multiple Advisor Accounts
  • Advanced Payment Settings
  • Customizable invoices, email, and client
  • Brand with custom logo
  • eSignature
  • Access to Integrations
    • Users
    • Monthly
Starting at $ 50
Enterprise
  • All Professional Features plus
  • Home Office Portal
  • Options for Invoice Approvals
  • Customizable Advisor Permissions
  • Oversight Of Plan Deliverables
  • Custom Processes and Workflows
  • API and Webhooks
  • Dedicated Enterprise Relationship Manager
Price On Request

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AdvicePay Features

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Flexible Billing Options

Businesses can choose from various billing options that suit their specific needs.

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Payment Processing

The platform provides seamless payment processing capabilities, enabling businesses to efficiently accept payments.

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E-Signatures

Support for electronic signatures streamlines document processes and enhances user convenience.

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RIA Compliance

It ensures compliance with regulations applicable to Registered Investment Advisors (RIAs).

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Data Security

Prioritizing the security of user data, implementing measures to safeguard sensitive information.

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Fee Calculator

Businesses can utilize the fee calculator feature to easily calculate and manage fees associated with their services.

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Personalized Support

Offering personalized support, helping and guidance tailored to individual needs.

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Customizable Client Experience

Businesses can create a personalized and branded customer environment by customizing the client experience.

AdvicePay Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • API Integration
  • Documentation, Videos
  • English

AdvicePay Reviews and Ratings

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AdvicePay Company Details

Brand Name AdvicePay
Information Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading platform for processing payments and overseeing compliance of fee-for-service financial planning.
Founded Year 2016
Director/Founders Alan Moore and Michael Kitces
Company Size 1-100 Employees

AdvicePay FAQ

A AdvicePay Software is compatible with Windows, Ubuntu, macOS and Linux.
A AdvicePay Software app is not available for Android and iOS app users
A AdvicePay Software supports web-based deployment.
A AdvicePay price in India starts at $10 at techjockey.com.
A AdvicePay Software is typically used by all industries for financial planning services.
A Yes, AdvicePay Software free demo is available at techjockey.com.
A AdvicePay Software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A AdvicePay Software installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A AdvicePay simplifies billing for financial advisors by automating the fee-for-service process, ensuring compliance with industry regulations. It streamlines invoicing, automates payments, and provides a secure environment for managing financial transactions.

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