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Fee-Only Advisors Automated Invoices Client Controlled Auto-Pay Controls for Non-Custodian Advisors Learn More > |
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All the features and tools you need |
All Included |
Ability to accept payments directly from your website |
✓ |
Payment deposits are quickly processed into your account within 1-2 business days. |
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Extensive Integrated API Capabilities to customize your experience |
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Customizable branded payment pages for a seamless experience |
✓ |
Robust Invoicing tools including email, text and automated invoice reminders |
✓ |
Unlimited Invoices |
✓ |
Automated recurring billing and bill reminders |
✓ |
Ability for client to enroll in auto-pay future bill/invoices |
✓ |
Real-time reporting for daily transactions and deposits customized to your specifications |
✓ |
PCI DSS level 1 security validation |
✓ |
Compliant in all 50 States |
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Unlimited Saved Clients |
✓ |
Email and Text Notifications |
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Over 15 years as a trusted payment partner across
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Our experts have helped thousands of companies process billions of dollars in payments, while delivering efficiency for businesses just like yours. The platform features have been curated over the past 15 years to ensure your business has the highest quality and most robust capabilities available to optimize your receivables process.
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Lorem Ipsum Title.The Simply Easier Platform was built for service professionals and is designed to have robust turn-key capabilities and flexible integration. Whether you’re looking for a system to only use once a quarter for billings or have real-time integration with your Book-of-Business Simply Easier Payments is ready to meet your needs.
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| Robust Invoicing built for Advisors
Our Invoicing feature, can be used as a stand -alone solution, or used to help augment an existing solution. This feature allows you to send and track invoices and add attachments. You can also send automated invoice reminders that go out until the invoice expires or is paid. |
| Tailored Client Experience
Sleek turn-key template incorporates your brand/logo seamlessly, or customize the look/feel/content if you want full control of the client experience. |
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| Expert Customer Service
A dedicated customer service expert will partner with you from the start to understand your business, answer all your questions, and provide ongoing training/support. |
| Our Track Record
The SEP platform has enabled service professionals for 15+ years to e ciently process payments online. We have facilitated billions of dollars in payments for thousands of companies across the US. |
| Money Movement
In addition to accepting fees and other receivables the SEP platform can facilitate many types of money movement. Our gateway can allow your clients to deposit funds quickly and easily through ACH. |
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