Payments wired into your financial advisor software

We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect billing to your CRM or planning software.
Talk to an advisory firm payments specialistAll financial planners & advisors solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for financial planners & advisors

How each solution supports financial planners & advisors

See what each option adds to the way your business takes and tracks payments.

ACH Payments

For financial planners & advisors: Offer bank-account payments for advisory fees and financial-service invoices, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for planning and advisory fees.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$4,250.00 · ref ACH-7731

Recurring Billing

For financial planners & advisors: Schedule and manage payments for advisory retainers and recurring service fees, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly or quarterly subscription planning fees.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Merchant Account

For financial planners & advisors: Arrange a processing account for advisory fees and financial-service invoices, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your advisory firm, with pricing you can read and a person to call. Underwriting for fee-only advisory practices.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Payment Gateway

For financial planners & advisors: Connect online or remote checkout for advisory fees and financial-service invoices to a gateway that fits your business systems. Roots connects a payment gateway that connects your website, portal or software to card and ACH processing, with tokenized storage for repeat billing. Client-portal checkout for planning fees.
  • Map your checkout and billing flows
  • Configure fraud rules
  • Support your developers during integration
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Custom Payment Integration

For financial planners & advisors: Connect the payment flow for advisory fees and financial-service invoices with your software and the operational records behind client account references, service invoices and fee records. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect billing to your CRM or planning software.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records

Custom Payment Integration questions

Questions advisory firm firms ask about billing and payments.
A project can connect checkout, payment status, refunds or reconciliation to your business software. Roots scopes the required data flow and builds the agreed connection.
We map the workflow, review API or file documentation and define acceptance checks. You receive a project scope and quote before development starts.
Bring your software documentation, payment workflow and reporting files. Roots uses these details to plan the workflow for financial planners & advisors and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to an advisory firm payments specialistAll financial planners & advisors solutions