Discounted monthly fee of $40/month (retail price is $50/month) Discounted credit card processing fees (ACP members will be charged 2.9% plus 30 cents/credit card transaction; retail price is 3.5%)
AdvicePay is a payment processing platform for financial advisors designed to help users bill their hourly, retainer, subscription, and other financial planning and advice fees while complying with custody regulations, keeping client data secure, and providing efficient ways to manage fee-for-service billing. Users can accept ACH and credit cards, bill one-time payments, and establish recurrent retainer or subscription billing compliantly-all through the AdvicePay system.
ACP members will receive:
- Discounted monthly fee of $40/month (retail price is $50/month)
- Discounted credit card processing fees (ACP members will be charged 2.9% plus 30 cents/credit card transaction; retail price is 3.5%)
- 1% ACH fee (discounted from retail rate of 1.5%)
- On-boarding support for those who subscribe to AdvicePay (support staff from AdvicePay will answer any questions and are available to do screen-share walkthroughs of features and best practices).
Website: https://advicepay.com/