linkedin
AdvicePay logo
play Unlock Your Financial Success with AdvicePay Professional Demo
advicepay features
advicepay billing

AdvicePay

Brand: AdvicePay

  • 4.5

  • 5 Ratings

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.

See More

Have you used AdvicePay before?

Share your insights for better experience

Add a Review
Starting Price
$10

View plans

100% Genuine
Products
Best Price
Guaranteed
Safe & Secure
Payment
  • Description

  • Pricing

  • Features

  • Specification

  • Review

  • Compare

  • Alternatives

  • FAQ

Starting at $10

AdvicePay Software Overview

What is AdvicePay?

AdvicePay is a unique billing and invoicing software created for financial advisors. It makes it easy for them to charge fees for their services and handles payments automatically. The platform is designed to follow all the rules and regulations related to billing and payments. It provides a safe and compliant space for both advisors and clients to manage their financial transactions.

With features created for the financial industry, AdvicePay makes billing for services smoother, helping professionals get paid for their expertise. The platform ensures that advisors stick to financial regulations, offering a dependable solution for their payment needs. In simple terms, AdvicePay is a tool that helps financial advisors effectively handle their billing and payment tasks.

Why Choose AdvicePay Software?

  • Compliance Assurance: It makes sure financial transactions follow the rules, creating a safe space for billing and payments in financial advising.
  • Made for Financial Advisors: The software is designed specifically for financial advisors, taking care of their special billing and payment needs.
  • Easy Fee Charging: It makes it simple for financial professionals to charge fees for their services with an automated process.
  • Safe and Compliant Transactions: It provides a safe and rule-following environment for advisors and clients to handle their financial transactions, keeping data secure.
  • Features for Finance:With tools created for finance, AdvicePay meets the particular needs of financial advisors in handling billing and invoices.
  • Smooth Payments: The software handles payments automatically, making it easy and stress-free for advisors and their clients.
  • Trustworthy Solution: It is a dependable choice for billing and payments, giving financial advisors confidence in managing their money matters.

Functionalities of AdvicePay Platform

  • Rule Adherence: Ensures that all financial transactions follow necessary rules and regulations.
  • Advisor-Focused Tools: Tailored for financial professionals, providing tools that meet their unique billing and payment requirements.
  • Automated Billing for Services: Simplifies the process of charging fees for financial services through automated billing tasks.
  • Secure Transactions: Creates a secure environment for both professionals and clients to handle financial transactions, ensuring data safety.
  • Industry-Tailored Features: With features designed for the financial sector, it caters to specific needs in managing billing and invoicing.
  • Efficient Payment Processing: Automates payment processing, making it efficient and hassle-free for professionals and clients.
  • Reliable Financial Solution: Offers a dependable solution for billing and payment tasks, instilling confidence in managing financial transactions.

Benefits of AdvicePay Billing and Invoicing Software

  • Effortless Compliance: Ensures compliance with financial regulations without requiring extra effort from users.
  • Advisor-Centric Convenience: Tailored for financial professionals, providing a convenient platform for their billing and invoicing needs.
  • Simplified Fee Management: Streamlines the management of fees for financial services, reducing complexity in the billing process.
  • Enhanced Data Protection: Creates a secure environment for transactions, placing a high emphasis on protecting sensitive data.
  • Industry-Specific Efficiency: Tailored features for the financial sector enhance efficiency in managing billing processes.
  • Smooth Payment Handling: Automated payment processing ensures a smooth and trouble-free experience for both professionals and clients.
  • Dependable Financial Support: Offers a reliable and trustworthy solution for managing financial transactions supporting the needs of financial professionals.

Pricing of AdvicePay Billing and Invoicing Platform

AdvicePay billing and invoicing platform pricing starts from $10 at techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Read more

AdvicePay Company Details

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.

Director/Founders Alan Moore and Michael Kitces
Company Size 1-100 Employees

AdvicePay Pricing & Plans

Essential
Starting at $10
    • Monthly

      Monthly
      Monthly

Key Features

  • up to 10 Client Accounts

  • 1 Independent Advisor Account

  • One-Time Invoicing

  • Recurring Auto-Billing

  • 0 Admin/Analyst Users

  • AdvicePay Logo

Professional
Starting at $50
    • Users

      Users
      Users
    • Monthly

      Monthly
      Monthly

Key Features

  • All Essential Features

  • UNLIMITED Client Accounts

  • Multiple Advisor Accounts

  • Advanced Payment Settings

  • Customizable invoices, email, and client

  • Brand with custom logo

  • eSignature

  • Access to Integrations

Enterprise
Price On Request

Key Features

  • All Professional Features plus

  • Home Office Portal

  • Options for Invoice Approvals

  • Customizable Advisor Permissions

  • Oversight Of Plan Deliverables

  • Custom Processes and Workflows

  • API and Webhooks

  • Dedicated Enterprise Relationship Manager

AdvicePay Features

  • icon_check Flexible Billing Options
    Businesses can choose from various billing options that suit their specific needs.
  • icon_check Payment Processing
    The platform provides seamless payment processing capabilities, enabling businesses to efficiently accept payments.
  • icon_check E-Signatures
    Support for electronic signatures streamlines document processes and enhances user convenience.
  • icon_check RIA Compliance
    It ensures compliance with regulations applicable to Registered Investment Advisors (RIAs).
  • icon_check Data Security
    Prioritizing the security of user data, implementing measures to safeguard sensitive information.
  • icon_check Fee Calculator
    Businesses can utilize the fee calculator feature to easily calculate and manage fees associated with their services.
  • icon_check Personalized Support
    Offering personalized support, helping and guidance tailored to individual needs.
  • icon_check Customizable Client Experience
    Businesses can create a personalized and branded customer environment by customizing the client experience.
AdvicePay Demo Video play icon

Get AdvicePay Demo

Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

Understand
Key Features
Personal
Demo Insights
Interactive
Demo Support

AdvicePay Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises
Customer Support
Email Communities
Language
English
Integration
API Integration
Training Resources
Documentation Videos

Explore the Best Alternative Solutions Similar to Your Business Size and Needs

AdvicePay Review

4.5

Out of 5

img

Overall Rating

Based on
5 Verified Ratings

Rating Breakdown

  • Features 4.6
  • Value for Money 4.5
  • Ease of Use 4.3
  • Customer Support 4.6

90% Recommend this Product

Add Review

Techjockey Trusted Reviews from Verified Users

No reviews are currently available for AdvicePay. Discover similar Billing And Invoicing Software reviews

  • Vyapar Billing Software

    4.6

    Whats great - You can do all your business transactions through Vyapar software. There is no need to carry account books everywhere or main... read more

  • Jhattse

    5.0

    Whats great - It is easy to use, low cost, in budget software, and provide very good features and multi-store setup. read more

  • myBillBook

    4.6

    Whats great - This app has made billing very easy and quick. It has mobile and desktop app both, with automatic data transfer. i will recom... read more

Compare AdvicePay With other Billing And Invoicing Software

Products
Ratings
Pricing
Device Supported
Deployment
Supported Platforms
  • img

    AdvicePay

  • 4.5

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Raseed

  • 4.5

  • Price On Request

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    InvoiceZy

  • 4.5

  • ₹ 99

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    KaroSauda

  • 4.0

  • ₹ 1999

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Billing Fast

  • 4.6

  • ₹ 3588

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Apna Billbook

  • 4.2

  • ₹ 6998

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Petpooja Invoice

  • 4.2

  • ₹ 5000

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Billing Buddy

  • 4.1

  • ₹ 5000

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

  • img

    Asli Bill

  • 4.0

  • ₹ 7000

  • Desktop

    Mobile

  • Web based

    On Premises

  • Windows

    Mac OS

(0) Product(s) selected

AdvicePay Alternatives

See All AdvicePay Alternatives

Starting Price:

$10 /Month

Starting Price:

₹999 /Year

Articles for AdvicePay

See All Related Articles

Which operating system does AdvicePay Software Support?

AdvicePay Software is compatible with Windows, Ubuntu, macOS and Linux.

Is there any AdvicePay App?

AdvicePay app is not available for Android and iOS app users

What is the deployment type of AdvicePay Software?

AdvicePay Software supports web-based deployment.

How much does AdvicePay Software Cost?

AdvicePay price in India starts at $10 at techjockey.com.

Who are the potential users of AdvicePay Software?

AdvicePay Software is typically used by all industries for financial planning services.

Is there any free trial or demo for AdvicePay Software?

Yes, AdvicePay Software free demo is available at techjockey.com.

Is AdvicePay Software Free?

AdvicePay Software offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.

How can you download AdvicePay Software?

AdvicePay Software installation is not required, as it is web-based. Just open the Setup Wizard to get started.

How does AdvicePay Software Work?

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.

20,000+ Software Listed

Best Price Guranteed

Free Expert Consultation

2M+ Happy Customers

Terms and Condtions

close

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.