AdvicePay

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Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading billing and payment processing platform created specifically for fee-for-service financial planning. Financial services firms and their advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. All of the core functions available within the AdvicePay platform — invoicing, document eSignatures, approvals, and deliverables — can be bundled together in fully customizable and automated sequences that make providing and overseeing fee-for-service financial planning both fast and compliant.