Pay-By-Bank invoicing
Boost your adviser-Fee processing
Pay by Bank Invoicing means customers simply pay directly from their bank account via their bank app. It takes the friction out of your advisory sales process.
Say hello to up to 50% lower admin than traditional methods. Cut out the admin taking up valuable process time, plus all the costs associated with fraud and reconciliation.. Reinvest the time saved and boost your firm's productivity even further.
Fraud associated with cards is on the rise. Our Pay by Bank Invoicing doesn't use cards. Customers use their own bank’s security, so sensitive data remains private and every payment is safer.
Our platform and infrastructure is robust and resilient—handling huge volumes without pause, so you can increase your Adviser Fee output without the need to increase your admin staff.
A truly unique feature of AdviserPay is the ability for Principals to set their reconciliation / split rules with their Advisers and AR Firms. AdviserPay auto calculates these splits and sends the payments on to the respective Adviser/AR Firms AdviserPay wallets.
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Get paid instantly
Send branded emails and notify your clients via SMS
Send your invoices as a branded email with payment link directly from your AdviserPay account. Choose whether you’d like to notify your clients of the invoice via SMS.
Make getting paid as simple as clicking a button
Our pay-by-bank invoicing function allows your clients to pay you via a simple payment link. No need to worry about integrating with third-party payment processors. We handle the entire payment process for you.
Transparent fixed fee
We charge a fixed fee of £5 for each invoice you send - no matter the amount. This is the only fee we’ll ever ask you to pay. No subscription fees, no other tie ins. Simply pay as you go.