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INTRODUCING THE

AdvicePay Showcase

 

Explore the Winter '25 Showcase

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Enhanced Payments

More options for billing and collecting advisory fees

Enhanced Payments
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New Integrations

More ways to connect your firm's tech stack

New Integrations
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Improved UX

More precision in your everyday workflows

Improved UX

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Get paid fast with even more payment options

AdvicePay has always been about making it easy to get paid for financial planning services. That's why we've added more options for client payments and faster payouts, so you have everything you need to grow your fee-for-service offering on your terms.

Check Payments
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enterprise

Check Payments

Satisfy more traditional clients who prefer or need to pay via checks, while also reducing administrative follow-ups and processing time. Include check as an accepted payment method on AdvicePay invoices to provide firm-specific instructions for submitting check payments.

Launch the Interactive Demo
External Payments
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enterprise

External Payments

Get a clear and comprehensive view of fee-for-service revenue – even if clients are paying outside of AdvicePay. Track and manage invoices for external payments (like debits from a brokerage account) and simplify your invoicing, reporting, and compliance processes all in one fell swoop.

Launch the Interactive Demo
Coming Soon: Instant Payouts
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Coming Soon: Instant Payouts

Accelerate your cash flow by requesting an instant payout for a small, additional transaction fee. Your funds will be transferred immediately instead of our standard payout timelines, giving you quick access to your earnings.

Sign Up for Alerts
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Faster ACH Payouts

Payments from a client's ACH account now process up to 60% faster than before.

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ApplePay

Clients can use ApplePay whenever credit cards are an allowed payment method – no extra set up required.

 

Get more done with fewer open tabs

We want firms to be able to build a tech stack compatible with their unique processes. These newcomers to our robust line-up of industry integrations allow everyone to spend less time on mundane tasks and more time on revenue-generating work.

Adobe Acrobat Sign
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professional, enterprise

Adobe Acrobat Sign

A new eSignature option for making onboarding simple. Bundle client agreements with your AdvicePay invoice or subscription activation for an easy, automated process that keeps compliance teams happy.

Learn More
eMoney
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professional, enterprise

eMoney

Work seamlessly with eMoney and AdvicePay by linking client records across systems. Spend less time on administrative tasks, and give clients one central location to find important information, including planning agreements and invoices.

Learn More

 

Get better results with tailored experienes

We know that firms are unique, and one size doesn't fit all. That's why we've taken our configurable platform and added even more options to create personalized workflows and control who uses them.

Advisor Segmentation
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enterprise

Advisor Segmentation

Support advisors with differing needs by creating multiple advisor experiences. Provision eSign and Engagement workflows to specific groups of advisors – streamlining training and adoption by showing them only what they need.

Learn More
Reviewer Role
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enterprise

Reviewer Role

This award-winning capability provides a simplified, focused dashboard experience for Home Office users who only need access to AdvicePay to review Deliverables and their supporting documentation. 

Learn More
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Auto-Fill Anything

Add your custom attributes in AdvicePay as auto-fill tokens in eSign document templates.

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Updated Error Messaging

Troubleshooting is now faster and simpler thanks to more detailed error messages for all user types.

 

Help Shape the Next Showcase

Survey – 15 minutes

Trend Report Survey

Contribute your voice to our annual trend report and get early access to see how you compare to industry benchmarks.

Take the Survey
Survey – 10 minutes

Automation Discovery

Calling all Essential and Professional users! We want to learn more about your desire to automate tasks between apps.

Share Your Ideas
Survey – 10 minutes

Itemized Invoice Feedback

Ever wished you could have more detail on your client invoices? Tell us about your wants and needs for itemized invoicing.

Tell Us More

 

All Features

Explore all the recent, noteworthy updates to AdvicePay by plan and category below.