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Best for large firms that need advanced features, workflows, dedicated support, and API access
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Best for small to mid-size firms that need multiple advisor accounts and configurable features and integrations.
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Best for those just getting started with fee-for-service who need the basics - limited features and capabilities
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Why AdvicePay
Our Vision
AdvicePay vs. Others
Solutions
By Company Size
Enterprise
Professional
Essential
By Use Case
Billing & Payments
Engagement Workflows
Compliance Oversight
Pricing
Resources
Product
Integrations
API
Status
Security
Education
Blog
Content Library
Customer Stories
Guide to Fee-for-Service
Customer Support
Contact Support
Knowledge Base
Get Started
Contact Sales
Demo
Start Your Free Trial
About Us
Careers
News
Contact Sales
Contact Support
Fee-For-Service (5)
All Topics
Practice Management
Fee-For-Service
Release Notes
User Experience
Feature Releases
Enterprise
Retainer Model
Compliance
Client Relationships
AdvicePay Culture
Case Studies
Marketing
Integrations
Sales
Practice Management
Reasons Why the Fee-For-Service Model Will Help You Grow Your Business
Practice Management
Attracting New Talent to Your Firm Using AdvicePay
Practice Management
Step-by-Step Guidance on Implementing AdvicePay in the New Year
Practice Management
2021 Financial Advisor Trends and How AdvicePay Can Help
Marketing
Our Top 10 Blogs of 2020
Practice Management
How to Charge for What You're Giving Away for Free
Practice Management
Who is the Fee-For-Service Client? (And Why You Want Them at Your Practice)
Practice Management
How 3 Firms Successfully Structure their Pricing
Practice Management
How to Justify the Fee-For-Service Model to Clients