[Account Owner] Choosing Your AdvicePay Plan

AdvicePay has a number of plans available to suit a variety of billing needs! 

Our Essential plan is ideal for new firms or solopreneurs who want to receive payments from up to 10 clients on a one-time or automatic recurring basis, accept ACH and/or credit and debit cards, initiate electronic invoicing, track client activity, and generate transaction reports -- all while complying with custody regulations. 

Our Professional plan offers more flexibility and advanced features, supporting unlimited advisors, unlimited clients, administrative users, white label branding, eSignatures, and access to integrations. It's perfect for both solo advisors and ensemble firms.

The  Enterprise plan is ideal for large firms who require advanced oversight & permissions, additional support, custom workflows, and/or an API integration.

Pricing

Essential Professional Enterprise
For new or solo firms For small to mid-size firms
who need advanced features
For large enterprise firms
$10/month $50/month/advisor Contact us for custom pricing!
1 Advisor Unlimited Advisors Unlimited Advisors
Up to 10 Clients Unlimited Clients Unlimited Clients
0 Admin/Analyst Users Unlimited Admin/Analyst Users Unlimited Admin/Analyst Users
AdvicePay Logo Brand with Custom Logo Brand with Custom Logo
Basic Billing Options* Advanced Billing Options* Advanced Billing Options*
eSignatures eSignatures
Integrations Integrations
Limited Permission Options Approval Processes
Invoicing Permissions
Oversight of Plan Deliverables
API & Webhooks
Dedicated Relationship Manager
Due Diligence
Custom Training & Webinars

* Basic vs. Advanced Billing Options

On the Essential plan, advisors can issue standard one-time or subscription invoices.

On Professional plans, advisors can access advanced payment features like adding an up-front payment to a subscription invoice, setting end-dates on subscriptions, and including a custom legal disclosure. You can also assign internal client IDs.

On Enterprise you can do all of the above, plus so much more! Set up the ability to request, collect, and oversee deliverables, automate engagement workflows, and use our API

Manage Your Plan

Account Owners: upgrading or downgrading your plan is a cinch from your Settings! Just go to Firm Settings > Billing and click Change Plan. Select your desired plan and click Confirm Change.

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