Choosing Your AdvicePay Plan
AdvicePay has a number of plans available to suit a variety of billing needs!
Our Essential plan is ideal for new firms or individual advisors who want to receive payments from up to 10 clients on a one-time or automatic recurring basis, accept ACH and/or credit and debit cards, initiate electronic invoicing, track client activity, and generate transaction reports -- all while complying with custody regulations.
Our Professional plan offers more flexibility and advanced features, supporting multiple advisors, unlimited clients, administrative users, white label branding, eSignatures, and access to integrations.
The Enterprise plan is ideal for large firms with multiple advisors looking to easily manage all of their billing in one place while implementing approval processes, invoicing permissions, and more!
|For new or solo firms|| For small to mid-size firms
who need advanced features
|For large firms|
|1 Advisor||Multiple Advisors|| Multiple Advisors
|Up to 10 Clients||Unlimited Clients||Unlimited Clients|
|0 Admin/Analyst Users||Unlimited Admin/Analyst Users|| Unlimited Admin/Analyst Users
|AdvicePay Logo||Brand with Custom Logo||Brand with Custom Logo|
|Basic Billing Options*||Advanced Billing Options*||Advanced Billing Options*|
Need even more custom tools and hands-on support for your enterprise?
Contact us for information on our Enterprise Plus plan!
* Basic vs. Advanced Billing Options
On the Essential plan, advisors can issue standard one time or subscription invoices.
On Professional and Enterprise plans, advisors can access advanced payment features like adding an up-front payment to a subscription invoice, setting end-dates on subscriptions, and including a custom legal disclosure. They can also assign internal client IDs.
Manage Your Plan
Account Owners: upgrading or downgrading your plan is a cinch from your Settings! Just go to Firm Settings > Billing and click Change Plan. Select your desired plan and click Confirm Change.