Small Business
Designed for startups and growing businesses
Brand: AdvicePay
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.
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Brand: AdvicePay
Founded Year: 2016
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.
Watch the demo video to explore key features, real workflows, and how the software fits your business needs.
Small Business
Designed for startups and growing businesses
Medium Business
Built for business growth and flexibility
Enterprises
Designed for complex and large-scale business needs
4.5
Out of 5
Overall Rating
Based on
5 Verified Ratings
Rating Breakdown
90% Recommend this Product
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AdvicePay
Price On Request
Desktop
Mobile
Web based
On Premises
Windows
Mac OS
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AdvicePay Software is compatible with Windows, Ubuntu, macOS and Linux.
AdvicePay app is not available for Android and iOS app users
AdvicePay Software supports web-based deployment.
AdvicePay price in India starts at $10 at techjockey.com.
AdvicePay Software is typically used by all industries for financial planning services.
Yes, AdvicePay Software free demo is available at techjockey.com.
AdvicePay Software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
AdvicePay Software installation is not required, as it is web-based. Just open the Setup Wizard to get started.
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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Terms and Condtions
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.
For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
the GSTIN of the user associated with their registered business, and
the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.
Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.
Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.
Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.
To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.