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A new Way to pay your advisers
A faster payments platform designed for the needs of modern networks and advisory firms. Automatically distribute and split invoice and commissions payments, track payments and manage your advisers and Appointed Representatives.
Designed for how you work
A new way to pay your advisers and appointed representatives. We designed AdviserPay to work for how you actually run your firm.
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Invoicing made simple
Send invoices and automatically track commissions across multiple advisers.
Automated Commission Splitting
Set commission rates by adviser or service type. When an invoice is paid, the platform calculates and tracks commission splits automatically.
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Team Access
Add advisers to your account. Each team member can create invoices while you maintain visibility and control over all transactions.
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Simplified payment reconciliation
Track your firm's financial activity in real-time. Apply multiple reconciliation rules for your Advisers and Appointed Representative. View all invoices, payment status, and commission allocations in one interface.
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Integrated payment processing
Send branded payment links to your clients and get paid instantly. No need for third-party tools. AdviserPay handles the entire payment process from generating the invoice to getting the money into your account.
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Faster remittance payments
We're building additional functionality for remittance payment management, team payouts, and clawback tracking. These features are currently in development with expected availability in 2026.
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