Introducing Clients to AdvicePay: Example Email Template

We know how important it is to maintain open, clear communication with your clients. 

When introducing new technology, thorough yet simple communication can make all the difference between a stellar client experience and one that is...well, just so-so. We can help with the transition of adding AdvicePay to your firm!

Below is a sample email to use when introducing your clients to AdvicePay. Please feel free to use all (or just a little) to ease the transition, adjusting the language as needed to fit your voice and tone. 🙌

Dear Clients, 

We’re writing to let you know that <insert your firm name> is introducing a new technology tool called AdvicePay. This simple platform will make it easier for you to make payments and quickly manage your billing online! AdvicePay accepts both credit/debit cards and checking accounts (ACH) for payment, which gives you the flexibility to pay via the method that is most convenient for you.

We’ll also be using AdvicePay to facilitate eSignatures so your documents can get signed online without the hassle of printing or wet signing documents.

We want to reassure you that data security is of the utmost importance to <insert your firm name>. AdvicePay keeps all platform activity encrypted and never stores any of your payment information in the AdvicePay database, so you don’t have to worry about your information being compromised. AdvicePay also uses Stripe, which is one of the largest U.S.-based technology payment processors and has the most stringent level of security certification available in the payments industry. 

(Please note that you may see AdvicePay, AdvPay, Stripe, or even a variation of our account owner representative’s name on your credit card or bank account statements for payments made through AdvicePay.)

While you do not need to register your account on AdvicePay to pay invoices, you're encouraged to do so in order to download PDF invoices, manage your payment methods, update your email address, and manage your email settings. That being said, AdvicePay does offer the ability for you to pay invoices -- as well as eSign documents -- all without setting up an account or logging in.

If you do choose to create an account, here is a preview of what you can expect to see in your AdvicePay client portal: 

We’re excited to begin using AdvicePay and make access to financial planning even easier! AdvicePay's Client Help Desk offers a wealth of tutorials + FAQs, and is available directly through the app. For general "how to" questions and tech support, the friendly AdvicePay team is also eager to help: just contact

As you begin interacting with the AdvicePay, we recommend reading and bookmarking the following articles:

Please let us know if you have any questions as we make this transition. We value your business and are here to support you! 

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