# AdvicePay

**Canonical:** https://apis.io/providers/advicepay/  
**Website:** https://advicepay.com/  
**APIs profiled:** 1

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.

## Kin Score — 53.3 / 100 (developing)

Scored 2026-09-10 under rubric 0.20.0.

| Facet | Score |
|---|---|
| Discoverability | 68.5 |
| Contract Quality | 0.0 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 71.1 |
| Developer Ergonomics | 53.6 |
| Commercial Clarity | 92.1 |
| Access Clarity | 92.1 |

Regulatory layer — **Payments**: 71.9 (matched via tags).

## Agent readiness — 7.9 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | bearer |
| Idempotency | no |
| Error Semantics | documented |
| OpenAPI Examples | no |
| Rate Limit Signal | documented |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |
| Delegated Identity | no |
| Protected Resource Metadata | no |
| Dynamic Client Registration | no |
| Agentic Commerce | no |

## APIs (1)

- **AdvicePay API** — The AdvicePay REST API (v1.0.1) exposes the fee-for-service billing platform to integrators: admins, advisors, agreements, clients, custom attributes, deliverables, engagements,...

## Security (4)

- **Advicepay Authentication** — oauth2/apiKey/saml2 · 3 schemes
- **Advicepay Domain Security** — TLSv1.3 · HSTS · DMARC
- **Advicepay Vulnerability Disclosure** — Hackerone · contact published
- **Advicepay Trust Center** — SOC 2 Type II, PCI SAQ A

## Plans (1)

- **Advicepay Plans Pricing**

## Tags

Financial Services, Payments, Billing, Invoicing, Financial Planning, Wealth Management, Subscriptions, eSignature, Compliance, FinTech

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/advicepay/). Scores are computed from the provider's own public artifacts under a published rubric.