AdvicePay

Started in 2016 by respected financial planning experts, Alan Moore and Michael Kitces, AdvicePay was born out of a gap spotted in the financial advising world -- the need for a streamlined, compliant, secure way for advisors to get paid for their advice. AdvicePay is a platform designed to streamline billing and payment processes for fee-for-service financial planning. As the only billing and payment solution designed for financial planners and their unique business needs, we make getting paid for your financial advice easy and convenient — for you, and for your clients. All of our developers are in-house. That means when a regulatory issue comes up, we deal with it immediately. Our platform was born out of listening to financial advisors, and that's how we continue to operate.