[Account Owner] Choosing Your AdvicePay Plan
Important: Only the Account Owner has permission to change the subscription level.
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 |
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| Oversight of Plan Deliverables |
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| API & Webhooks |
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| Dedicated Relationship Manager |
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| Due Diligence |
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| Custom Training & Webinars |
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* 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.
