Buyer Fit
Target firm types
- RIAs
- Broker-dealers
- Hybrid firms
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Billing and payment platform built for fee-for-service financial planning and advisor subscription fees.
Description
AdvicePay provides fee billing, payment processing, and compliance workflows for financial advisors charging standalone planning or subscription fees, integrating with advisor technology stacks to automate invoicing and recurring payments.
Integrations
AdvicePay has 8 integrations in our directory
Search below to find what you're looking for
- DocuSign Level 4
- eMoney Advisor Level 4
- MoneyGuide Level 1
- Orion Advisor Services Level 1
- Redtail Level 4
- Salesforce Level 4
- Schwab Level 1
- Wealthbox Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
