Billing and Plans

Flexible billing and payment options to accommodate the needs of both independent advisors and large enterprise-level firms.

‍

Overview

Our billing process is powered by Stripe for seamless online payments, and we also offer ACH, check, and wire transfer options for large enterprise deals.

This document will guide you through understanding Finpace's billing structure, payment methods, and how to manage your subscription.

‍

Billing and Subscription Plans

1. Flexible Subscription Plans
Finpace offers various subscription plans based on your firm's size, needs, and the level of automation required. Choose from:

• Monthly Plans: Ideal for advisors looking for flexibility and low commitment, with automatic billing via Stripe.
• Annual Plans: For firms ready to commit to Finpace long-term, annual plans offer discounted rates and automatic billing.

2. Enterprise-Level Plans
For larger firms, we offer customized enterprise plans. These plans include premium support, customized onboarding, and volume-based pricing. Payment options for these deals include ACH, check, or wire transfer, making it easier for larger firms to settle their payments without the need for recurring online payments.

‍

Payment Methods

1. Stripe for Automated Payments

• Stripe is used to settle all standard subscription payments (monthly or annual). Stripe allows for easy and secure credit card processing.
• You can set up your billing preferences in the Billing section of your Finpace dashboard.
• Stripe will automatically charge your card based on the subscription cycle (monthly or annually).

2. ACH/Check/Wire for Enterprise-Level Deals
For large enterprise clients, Finpace offers flexible payment options:

• ACH Transfers: ACH payments can be made directly from your bank account to Finpace for larger billing amounts.
• Check: Finpace accepts physical checks for enterprise deals, payable to our billing department.
• Wire Transfers: Wire transfers are available for faster, secure payments, especially for large international firms. Details for wiring can be provided by our billing team.

‍

Managing Your Subscription

1. Changing or Upgrading Plans
You can upgrade or change your subscription plan at any time through your Billing settings in Finpace. Whether you’re switching from a monthly plan to an annual plan or upgrading to an enterprise-level plan, Finpace makes the process simple.

2. Payment History and Invoices
Your payment history and invoices are accessible directly from the Billing section of the dashboard. Stripe-generated receipts and invoices can be downloaded for your records, and enterprise clients can request custom invoices for ACH/check/wire payments.

3. Canceling Your Subscription
If you decide to cancel your subscription, you can do so through the Billing section. Please note that canceling a plan mid-cycle will result in the plan remaining active until the end of the billing period, with no refunds for partial periods.

‍

Conclusion

Finpace offers flexible billing solutions for both independent advisors and large enterprise firms.

Whether you’re using Stripe for automated payments or ACH/check/wire for large transactions, our system is designed to be easy, secure, and adaptable to your firm's needs. Managing your subscription, payment history, and invoices can be done directly from the Billing section in your Finpace dashboard.

For enterprise-level clients, our billing team is always available to assist with custom payment solutions.