Product Description

About this Product

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Billing/payment solutions built for fee-for-service financial planning:
  • Compliant way for advisors to get paid for their advice. 
  • Bill for one-time or recurring financial planning fees. 
  • Maximized data-security at every level of our system.

About 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.

Product Details

More info about us

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Category

Practice Management, Other
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Serving RIAs Since

2016
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.