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AdvicePay

Convenient payments. Compliant workflows. Confident growth.

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AdvicePay is a billing, payments, and compliance platform built specifically for fee-for-service financial planners. It allows advisors to collect fees via ACH or credit card, automate recurring billing, track plan deliverables, and enforce compliant workflows. The platform integrates with CRM, eSignature, and financial planning tools, and supports single sign-on. It is used by over 3,200 firms and processes over $1 billion in planning fees.

12 alternatives to AdvicePay

Ranked by how well each tool replaces AdvicePay: shared features, audience, price and popularity.

  1. Paymentus

    Intelligent interactions. Simplified payments.

    Covers 0 of 15 key features.

    67 out of 100 match—

  2. CPACharge

    Payments and billing for accounting firms.

    Covers 3 of 15 key features.

    64 out of 100 match$10/mo

  3. Razorpay

    Payments, banking, payroll and credit platform for businesses in India

    Covers 2 of 15 key features and has a free plan.

    Free plan
    64 out of 100 matchContact sales

  4. LawPay

    LawPay: Fast, secure payments built for law firms.

    Covers 1 of 15 key features.

    64 out of 100 match$19/mo

  5. PayPal

    Online payments trusted by consumers.

    Covers 2 of 15 key features.

    63 out of 100 match—

  6. Plaid

    Payments, onboarding, lending, and financial data — all through one API platform.

    Covers 1 of 15 key features and has a free plan.

    63 out of 100 matchUsage-based

  7. Airwallex

    Global payments and financial platform for businesses (EU site)

    Covers 3 of 15 key features and has a free plan.

    Free plan
    63 out of 100 matchContact sales

  8. Whop

    One place to run your entire business.

    Covers 1 of 15 key features and has a free plan.

    Free plan
    62 out of 100 matchContact sales

  9. 8am

    Run your Firm, Reclaim the Day

    Covers 3 of 15 key features.

    62 out of 100 matchUsage-based

  10. Cashfree Payments

    Payments and checkout platform for collecting domestic and international payments.

    Covers 2 of 15 key features and has a free plan.

    Free plan
    62 out of 100 matchContact sales

  11. Partial.ly

    Flexible Payments for Your Business, On Your Terms.

    Covers 2 of 15 key features and has a free plan.

    Free plan
    61 out of 100 matchUsage-based

  12. Payoneer

    Cross-border payment platform for businesses, marketplaces, sellers, and freelancers.

    Covers 2 of 15 key features.

    61 out of 100 matchUsage-based