Payments tailored for
​Fee-Only Financial Advisors

Simply Easier, a trusted partner of financial services companies for over 15 years.

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Automated billing and customized workflows to free you up to do what you do best.

Financial Advisors Home    |    Features    |   Financial Advisors FAQ

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Fee-Only Advisors

​Automated Invoices
Save time with monthly and quarterly billings by automating your invoice generation, distribution, and reminders to clients.

Client Controlled Auto-Pay
Give your clients the option to setup auto-pay on their invoices, schedule upcoming payments, and manage their preferences in a secure customer portal.

​Controls for Non-Custodian Advisors
Access to account information and payment authorization can remain strictly with the client, ensuring fee-only financial advisors do not have access to sensitive customer data.

Robust Features Built for
Compliance and Efficiency

Payments solutions are not one-size-fits-all. We work with our clients to understand their specific needs and deliver the best possible solutions for their business.

All the features and tools you need	Included
Payment deposits are processed quickly with accelerated funding into your account within 1-2 business days.	✓
Ability to accept payments directly from your website	​✓
Extensive integrated API capabilities to customize your experience	​✓
Customizable branded payment pages for a seamless experience	​✓
​Robust invoicing tools including email, text and automated invoice reminders	✓
Customizable payments dates with scheduled payments	✓
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	✓
Unlimited saved clients	​✓
Email and text notifications	✓

Over 15 years as a trusted payment partner across
​the financial services industry.

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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​|​​ Fast 1-2 Business Day Funding
Quickly move receivables into your account with accelerated funding. Faster funding means a more efficient cash flow. Same-day funding options available.

| Robust Invoicing Built for Advisors
Our invoicing feature, can be used as a standalone solution, or 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 and feel of the content if you want full control of the client experience.​

​|​​ 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 Simply Easier Payments platform has enabled service professionals for 15+ years to efficiently 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 Simply Easier Payments platform can facilitate many types of money movement. Our gateway can allow your clients to deposit funds quickly and easily through ACH.

Save money, save time and rest easy knowing you're getting the best in compliance, security and value for you and your clients.

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