AdvicePay
by AdvicePay
Information provided by AdvicePay, reviewed by Builders in Fintech.
Billing, payments and compliance for fee-based financial planners
- Category
- Payments
- API
- Not available
- Markets
- United States
AdvicePay is a US billing and payments platform for financial advisors who charge fees for planning. Firms invoice clients and collect payments by card or bank transfer, run engagement workflows, give compliance teams oversight of fees and agreements, and manage advisor compensation, with plans for small firms through large enterprises and an API.
Company-provided, not part of the CC BY dataset.