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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 Transfers
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Coming Soon: Instant Transfers

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

Sign Up for Alerts
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Faster ACH Transfers

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.

ADVICEPAY PLAN Essential Professional Enterprise
CATEGORY API Integrations Payments Security UX

Check Payments

Include check as an accepted payment method on invoices to display firm-level instructions, such as who the check should be payable to and where to send it.

Learn more →

External Payments

Keep financial records centralized by tracking and reporting fee payments processed outside of AdvicePay, such as debits from a brokerage account.

Learn more →

ApplePay

Clients can now pay via ApplePay when credit cards are an allowed payment method – without extra set up for the firm.

Faster ACH Payment Tracking

ACH payments now appear in the Upcoming Payouts table 1 business day after the payment is initiated.

Faster ACH Payouts

Payouts from ACH accounts connected after April 11, 2024 now process up to 60% faster – in just 4 business days. 

Instant Transfers

Coming soon! Access your funds immediately by requesting an instant transfer for a small, additional transaction fee. 

Adobe Acrobat Sign Integration

Users of Adobe Acrobat Sign can now take full advantage of requesting eSignatures as part of the AdvicePay workflow.

Learn more →

Docusign Auto-Fill Tokens

To make Docusign templates easier to create, Account Owners and Home Office Admins can now find a list of available auto-fill field tokens under Firm Settings.

Learn more →

Auto-Fill Custom Attributes for Agreements

Firms using an eSignature integration can now use custom attributes from AdvicePay to populate fields in document templates.

eMoney Integration 

Save time by linking client records between systems and automatically sending documents (like agreements and invoices) to the client's eMoney vault.

Learn more →

Advisor Segmentation

Create personalized and efficient workflows to support advisors with differing needs. Home Office can now provision access to eSign and specific Engagement workflows to groups of advisors.

Learn more →

Reviewer Role

Home Office can now create a simplified experience for users who only need access to AdvicePay to review deliverables and their supporting documentation. 

Deep Linking with Multiple Accounts

Users with multiple AdvicePay accounts are now automatically switched to the correct log-in when using a deep link.

Deep Link Parameter for Billing Dates

API users can now deep link into an engagement creation flow with either arrears or advance billing pre-selected.

Deep Link Parameter Protection

Deep link parameters now have added protection to ensure that any info pre-filled via deep link cannot be edited in the UI by the end user.

View Default Payment Method Type

Advisors can now view, filter, and export their clients' default payment method type (ACH, credit card, null) in the Client table.

Default Payment Method Prompt

When adding a new payment method, clients are now prompted with the option to assign it as their default.

Fee Calculator Updates

We've made the fee calculator easier to use and prevented advisors from manually changing an invoice total if a fee calculator has been used.

Expanded Invoices Report

We've added more data points to the invoices report to streamline the bookkeeping and accounting process for firms.

Editing Unpaid Invoices

When editing an unpaid invoice or inactive subscription, advisors are reminded that associated documents will be recreated to ensure that any auto-fill fields are updated.

Canceled Subscriptions

Canceling a subscription now also cancels any pending invoice approvals to prevent confusion.

Improved Error Messages

We've updated tons of error messages to be more descriptive and helpful for troubleshooting.

Check Override Warning

Advisors using Mobile Check Deposit now see a reminder that a check override should only be used in the event that the scanner misreads the check amount.

New adminID API Field

Admin users now have an external ID property (adminID), allowing firms to associate a unique ID from another system – like a CRM – in the AdvicePay database.

Learn more →

API Object Relationships

Understand advisor relationships with fewer API calls. Advisor information is now included in the Clients and Admins endpoints.

New API Attribute for Engagement Summary

API users can now see the creation date for the primary agreement (primaryAgreementCreatedAt) as a value returned in the Engagement Summary.

Learn more →

SOC 2 Type II Audit

We have completed our annual SOC 2 Type II audit, which tests AdvicePay's reporting controls related to security and availability.

Learn more →

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