AdvicePay is a fee-for-service billing, payment processing and engagement-management platform built for financial advisors, RIAs and broker-dealers. Founded by Michael Kitces and Alan Moore, it lets firms invoice clients for financial planning advice, collect card and ACH payments, run recurring subscriptions, capture eSignatures, track engagement workflows and deliverables, and enforce compliance oversight over advisor billing. AdvicePay publishes a public REST API (v1.0.1) at app.advicepay.com/api/public/v1 covering admins, advisors, agreements, clients, custom attributes, deliverables, engagements, invoices, notifications, offices, subscriptions and transfers, secured with OAuth 2.0 (authorization code and client credentials, with client_secret_post, client_secret_jwt and private_key_jwt authentication methods) plus SAML 2.0 single sign-on. API access is an Enterprise-plan capability.
AdvicePay publishes 1 API on the APIs.io network. Tagged areas include Financial Services, Payments, Billing, Invoicing, and Financial Planning.
AdvicePay’s developer surface includes documentation, API reference, getting-started guide, support, engineering blog, pricing, signup flow, and 28 more developer resources.
Regulatory Posture applies to this provider. Its tags matched the
Payments regime, so
Regulatory Posture carries 15 points of the composite.
If this regime is wrong for your business, say so on your
provider repo — the
applicability map is public and we will correct it.
Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for
this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero:
never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and
several others — scorable at all.
The six quality facets above are damped to 85 points between them,
because the conditional facet above carries the other
15. That is why each facet's contribution is shown against a damped
maximum: raising a quality facet moves the composite by 85% of its nominal
weight, not 100%. The full arithmetic is at apis.io/rating/.
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from github.com/api-evangelist/advicepay: open an issue to ask a question, or submit a pull request to add artifacts.
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The AdvicePay REST API (v1.0.1) exposes the fee-for-service billing platform to integrators: admins, advisors, agreements, clients, custom attributes, deliverables, engagements,...
aid: advicepay
name: AdvicePay
description: AdvicePay is a fee-for-service billing, payment processing and engagement-management platform built for financial
advisors, RIAs and broker-dealers. Founded by Michael Kitces and Alan Moore, it lets firms invoice clients for financial
planning advice, collect card and ACH payments, run recurring subscriptions, capture eSignatures, track engagement workflows
and deliverables, and enforce compliance oversight over advisor billing. AdvicePay publishes a public REST API (v1.0.1)
at app.advicepay.com/api/public/v1 covering admins, advisors, agreements, clients, custom attributes, deliverables, engagements,
invoices, notifications, offices, subscriptions and transfers, secured with OAuth 2.0 (authorization code and client credentials,
with client_secret_post, client_secret_jwt and private_key_jwt authentication methods) plus SAML 2.0 single sign-on. API
access is an Enterprise-plan capability.
image: https://advicepay.com/hubfs/AdvicePay%20Logos/PNG%20AdvicePay%20Logos%20(Email)/Website%20Favicon.png
url: https://raw.githubusercontent.com/api-evangelist/advicepay/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
created: '2026-09-09'
modified: '2026-09-09'
tags:
- Financial Services
- Payments
- Billing
- Invoicing
- Financial Planning
- Wealth Management
- Subscriptions
- eSignature
- Compliance
- FinTech
apis:
- aid: advicepay-api
name: AdvicePay API
description: 'The AdvicePay REST API (v1.0.1) exposes the fee-for-service billing platform to integrators: admins, advisors,
agreements, clients, custom attributes, deliverables, engagements, invoices, notifications, offices, subscriptions and
transfers. It is organized around resource-oriented URLs, accepts and returns JSON, and uses standard HTTP verbs and status
codes. Authentication is OAuth 2.0 bearer; a demo environment at demo.advicepay.com mirrors production without touching
live data or banking networks.'
image: https://advicepay.com/hubfs/AdvicePay%20Logos/PNG%20AdvicePay%20Logos%20(Email)/Website%20Favicon.png
humanURL: https://docs.advicepay.com/#introduction
baseURL: https://app.advicepay.com/api/public/v1
tags:
- Payments
- Billing
- Invoicing
- Financial Planning
properties:
- type: Documentation
url: https://docs.advicepay.com/#introduction
- type: APIReference
url: https://docs.advicepay.com/
- type: Authentication
url: authentication/advicepay-authentication.yml
- type: OAuthScopes
url: scopes/advicepay-scopes.yml
- type: ErrorCatalog
url: errors/advicepay-problem-types.yml
- type: RateLimits
url: rate-limits/advicepay-rate-limits.yml
- type: Conventions
url: conventions/advicepay-conventions.yml
- type: DataModel
url: data-model/advicepay-data-model.yml
- type: Sandbox
url: sandbox/advicepay-sandbox.yml
- type: X-MCPServerCandidate
url: mcp/advicepay-mcp.yml
maintainers:
- FN: Kin Lane
email: kin@apievangelist.com
- FN: APIs.json
email: info@apis.io
common:
- type: TrustCenter
url: security/advicepay-trust-center.yml
- type: DomainSecurity
url: security/advicepay-domain-security.yml
- type: VulnerabilityDisclosure
url: security/advicepay-vulnerability-disclosure.yml
- type: Website
url: https://advicepay.com/
- type: DeveloperPortal
url: https://docs.advicepay.com/
- type: Documentation
url: https://docs.advicepay.com/#introduction
- type: APIReference
url: https://docs.advicepay.com/
- type: GettingStarted
url: https://docs.advicepay.com/#introduction
- type: Support
url: https://advicepay.com/contact-support/
- type: HelpCenter
url: https://advicepay.helpscoutdocs.com/
- type: Blog
url: https://blog.advicepay.com/blog
- type: Pricing
url: https://advicepay.com/pricing/
- type: SignUp
url: https://app.advicepay.com/signup
- type: Login
url: https://app.advicepay.com/
- type: TermsOfService
url: https://advicepay.com/terms-of-use/
- type: PrivacyPolicy
url: https://advicepay.com/privacy-policy
- type: StatusPage
url: https://status.advicepay.com/
- type: ChangeLog
url: https://advicepay.com/changelog
- type: Security
url: https://advicepay.com/security/
- type: Compliance
url: https://advicepay.com/security/
- type: Integrations
url: https://advicepay.com/integrations/
- type: Plans
url: plans/advicepay-plans-pricing.yml
- type: RateLimits
url: rate-limits/advicepay-rate-limits.yml
- type: Authentication
url: authentication/advicepay-authentication.yml
- type: OAuthScopes
url: scopes/advicepay-scopes.yml
- type: ErrorCatalog
url: errors/advicepay-problem-types.yml
- type: Conventions
url: conventions/advicepay-conventions.yml
- type: Lifecycle
url: lifecycle/advicepay-lifecycle.yml
- type: Deprecation
url: lifecycle/advicepay-lifecycle.yml
- type: Conformance
url: conformance/advicepay-conformance.yml
- type: DataModel
url: data-model/advicepay-data-model.yml
- type: Sandbox
url: sandbox/advicepay-sandbox.yml
- type: ChangeLog
url: changelog/advicepay-changelog.yml
- type: Packages
url: packages/advicepay-packages.yml
- type: X-MCPServerCandidate
url: mcp/advicepay-mcp.yml
- type: LLMsTxt
url: llms/advicepay-llms.txt
x-contract-discovery:
date: '2026-09-09'
result: no-machine-readable-contract
detail: AdvicePay documents 55 REST operations across 13 resources in a fully public, server-rendered reference at docs.advicepay.com,
but publishes no machine-readable description of any kind. The reference is a Slate page whose shape (a Base URLs block,
per-operation parameter tables, a Schemas section with 44 schemas including a oneOf/xor Pagination union) is characteristic
of widdershins output, which strongly implies an OpenAPI document exists internally. It is not served anywhere reachable.
No spec has been generated from the documentation, because a contract this pipeline authored would be a fabrication.
probes:
- hosts:
- https://docs.advicepay.com
- https://app.advicepay.com
- https://advicepay.com
- https://demo.advicepay.com
paths:
- /openapi.json
- /openapi.yaml
- /openapi.yml
- /swagger.json
- /swagger.yaml
- /api-docs
- /v1/openapi.json
- /api/openapi.json
- /redoc
- /docs/openapi.json
- /spec.json
- /source/openapi.json
- /api/v1/swagger.json
- /apis.json
result: no 200 carrying a parsing OpenAPI or Swagger document on any host/path combination
- target: graphql
result: no GraphQL surface is documented or discoverable
- target: mcp
endpoints_probed:
- https://mcp.advicepay.com/mcp
- https://app.advicepay.com/mcp
- https://app.advicepay.com/api/mcp
- https://advicepay.com/mcp
result: DNS failure or 404/403 on every endpoint; no tools/list responded
- target: a2a-agent-card
paths:
- /.well-known/agent-card.json
- /.well-known/agent.json
hosts_probed: 5
result: 404 on every host (403 on the S3-backed docs bucket); no card exists
- target: soap-wsdl
result: No SOAP surface. ?wsdl returns 404 on app.advicepay.com; advicepay.com returns its ordinary HubSpot homepage with
the query string ignored, which is not a WSDL.
- target: ogc
result: not applicable - no geospatial surface and no evidence pointing at one
- target: asyncapi-webhooks
result: No event surface exists. The string "webhook" does not appear anywhere in the reference; change notification is
polling-only via GET /api/public/v1/notifications.
docs_host_note: docs.advicepay.com is a static S3 bucket. It answers 403 AccessDenied for any key that does not exist, which
is that host's equivalent of a 404 and must not be read as an auth wall.
provider_fixable: 'Publishing the underlying OpenAPI at docs.advicepay.com/openapi.json would be a small change with a large
effect: it is very likely already generated to build these docs.'
x-enrichment:
date: '2026-09-09'
status: enriched
artifacts_added: 18
pass: local-v3
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