AdvicePay Financial Advisor Community Blog

AdvicePay may make it easy for your clients to make automatic recurring payments, but you’ll still need to decide what frequency -- monthly, quarterly, or semi-annual -- works best for you and your clients. While it’s certainly important to take your...

Are you seeking an easier way to manage clients across all your various systems? Or do you need to differentiate between clients with the same name? Help your firm stay organized by adding unique client profile properties! With our new Client...

April showered AdvicePay with bug fixes, eSignature upgrades, and an exciting new enterprise feature -- Offices. Check out our release notes below to get all the details. 

AdvicePay makes getting paid for your financial advice easy and convenient — for you, and your clients. So, today we are excited to announce our latest feature — digital wallet payments. This new feature provides your clients with more options to pay ...

As your company grows, we know that it’s even more important to stay organized and to increase efficiency. That’s why we’ve spent the last few months working on Offices in AdvicePay. Offices allow you to group your advisors the way you see fit, all...

Imagine this: a new prospect reaches out to you after their parents pass away. They need massive guidance to make big financial decisions about the forthcoming addition to their nest egg. They’re likely stressed, uneager to share details of their...

AdvicePay makes it simple to bill clients, but there are always ways you can enhance the experience for you and your clients. Here are our best practices for common billing decisions. 

Whether it is chatting with your loved ones or conducting a meeting with your clients, video conferencing has increasingly become the new normal. With the increased number of video conferences, there has been chatter around security and potential...

Before we jump in to cover everything new in AdvicePay, we want to be sure to take a moment to acknowledge the COVID-19 situation. The AdvicePay team is able to work remotely during this time, which allows us to prioritize our health and safety while...

As working from home becomes the new norm and social distancing recommendations are being extended further out, it’s a great time to prepare yourself to present financial plans virtually. Meeting via web-conferencing software, especially if it’s not...