Writing a physical check has become obsolete for most businesses. Why not make it obsolete for yours? With the introduction of AdvicePay you can collect your financial planning fees via credit card at a time that is convenient for your clients. There’s no need to remind clients to bring their checkbook to your next meeting or follow up with them asking to mail you a check.
Using AdvicePay’s intuitive dashboard you’ll be able to keep track of outstanding invoices, see what invoices are coming due soon and which ones are past due to help you manage your business. All planning fees are sent directly to ESI where we will process the payment and match it up with the planning agreement. AdvicePay is an optional service that you can choose to add to your platform at a cost of $50 a month for the software license and a 3.5% credit card processing fee that will be taken directly from each payment.
To see if AdvicePay is the right fit for your business, review this recorded overview of the software.
TC124784(1221)1