Payments tuned for financial advisors
At Financial Advisors, card mix, ticket size, and timing change your true rate more than a headline quote ever will. In practice: advisory fees billed on.
At Financial Advisors, card mix, ticket size, and timing change your true rate more than a headline quote ever will. In practice: advisory fees billed on schedule, with client data kept secure. The usual break points are sensitive customer data widening your PCI and compliance scope and fraud and chargebacks on card-not-present orders. We configure pCI scope reduction with interchange-plus pricing you can verify, plus recurring & saved cards when you need it.
Sound familiar?
These are the friction points we hear most often from financial advisors before a savings review.
- Recurring billing that is clumsy or quietly drops saved cards
- Chasing invoices and waiting on checks to clear
- Sensitive customer data widening your PCI and compliance scope
- Fraud and chargebacks on card-not-present orders
- Statements you cannot actually read or verify
How financial advisors get paid
Your underwriting, equipment, and pricing should match this flow, not a generic countertop setup.
- Monthly and quarterly plans rebilled on file
- Membership and service agreements on autopay
- Emailed pay links for open balances and deposits
- Progress billing on longer projects
- Retainers, invoices, and trust-adjacent card payments
What we configure for your vertical
- Hosted fields for CNP to shrink scope
- Fraud and chargeback tools: CNP safeguards appropriate to your vertical
- Fraud screening tuned to your ticket size and channel mix
- Chargeback response workflow
- Recurring and saved cards: Tokenized rebilling with card updater and retries
Worth knowing before you switch
- Recurring billing that is clumsy or quietly drops saved cards
- Chasing invoices and waiting on checks to clear
- Blended rates hide true cost until you line up interchange categories
How Gateway helps
Practical outcomes we configure for financial advisors, on top of transparent interchange-plus pricing.
Recurring & saved cards
Tokenized cards on file with reliable rebilling, card-updater, and smart retries.
Invoicing & pay-by-link
Send a secure link and get paid fast, with cards stored safely for next time.
PCI scope reduction
Point-to-point encryption and tokenization keep raw card data out of your systems.
Fraud & chargeback tools
Protect card-not-present revenue with the right safeguards in place.
Real human support
A dedicated specialist who actually answers, plus our written savings guarantee.
The bottom line
- Hosted fields for CNP to shrink scope
- Fraud and chargeback tools: CNP safeguards appropriate to your vertical
- Fraud screening tuned to your ticket size and channel mix
- Chargeback response workflow
Common questions
We align secure pay links and hosted checkout with how your customers actually pay.
Related industries
Ready to lower your financial advisors fees?
Send one statement. We’ll show you exactly what you could save, with no commitment.