AdvicePay Financial Advisor Community Blog

July 2019 Release Notes

August 05, 2019 By: Erika Madden | Happiness Hero

For most, July normally means BBQs, pool days, and fireworks! It also means the release of impressive new features for AdvicePay users. This past month, our team launched our fee calculator, made some exciting upgrades to eSignature (lots of new features there), and knocked out a long list of minor fixes and system enhancements. 

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Topics: Release Notes

New Feature Release: eSignature Permissions & Signing Order

August 01, 2019 By: Mary Moore

Getting your client agreement signed and get paid all in one, easy workflow is now EVEN easier! So what's new in eSignature? We have added the ability to create a signing order so that your firm can collect all of the signatures it needs in the correct order they need them. With this feature you can also track who has signed and where the contract stands!

Additionally, we have added user permissions so that you can require other advisors at your firm to use the eSignature templates you have created.

Get all the details below from Mary Moore, Product Owner.

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Topics: Feature Releases

The "Why" Behind AdvicePay's Fee Calculator

July 30, 2019 By: Lucy Robeson, CFP®

The financial services industry has seen changes over time in how advisors get paid, moving from commissions to assets under management (AUM) to the recent shift toward fee-for-service.

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Topics: Practice Management

New Feature Release: Fee Calculator

July 25, 2019 By: Mary Moore

At AdvicePay, we realize that having confidence in how fees are calculated is a top priority for financial advisors. That is why we are so excited to be launching our newest feature -- our fee calculator! This powerful, new tool allows you to easily calculate your fees for one-time and on-going clients for your fee-for-service billing.

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Topics: Feature Releases

AdvicePay Team Member Spotlight: Erika Madden

July 15, 2019 By: Shannon Beck

AdvicePay is what it is because of the people who work here. We are lucky to have some extremely talented team members in our ranks, so we thought we would tell you more about these individuals. Why do they work here? What do they do in their free time? What makes them tick?

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Topics: AdvicePay Culture

Feature Release: Bulk Importing

July 03, 2019 By: Mary Moore

Ever wanted to upload clients or invoices in bulk to AdvicePay? Now you can with our newest feature release -- bulk client & invoice importing. This has been one of our most requested features, specifically from firms who bill different amounts every quarter, and firms who are looking to get onboarded quickly and efficiently. 

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Topics: Feature Releases

June 2019 Release Notes

July 01, 2019 By: Erika Madden | Happiness Hero

 

At AdvicePay, we're all about helping you achieve success. So, that's why in June we knocked out one of our most often requested feature adds: clients can now make payments without having to login (insert happy dance here.) Our dev team also knocked out a TON of other features and bug fixes that are sure to streamline your workflows. Check it all out below. 

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Topics: Release Notes

When to Speed Up and When to Slow Down: 10 Ways AdvicePay Makes Life Easier for You and Your Clients

June 13, 2019 By: Lucy Robeson, CFP®

Efficiency matters, both to you and your clients. Knowing when to maximize efficiency and when to slow down is important in doing your best work, in all aspects of life.

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Topics: Practice Management

Feature Release: Client Experience Redesigned

June 05, 2019 By: Mary Moore

We love your clients (almost) as much as you do! At AdvicePay, we are committed to providing a seamless experience not only for you, but also for your clients. That is why we decided to add the option for clients to make one-time payments without logging in and also completely redesign the client payment flow. Check out all the details below to see exactly what your clients experience in AdvicePay.

Recent Update! This Feature Release Has NEW Enhancements

You can now offer your clients even MORE payment options. ALL payments can now be paid without your client having to create an AdvicePay account. Your clients can now pay their subscription and one-time invoices via credit card or ACH without having to login. 

Read the full blog post below to get all the details.

Mary - One Time Payment

 

 

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Topics: Feature Releases

May Release Notes 2019

June 03, 2019 By: Erika Madden | Happiness Hero

The rain and snow may have finally slowed down here at the AdvicePay office, but our team has been busy, busy, busy! We released a TON of new features, made changes to our plans and pricing, and even announced that eSignature is now FREE for professional and enterprise accounts. 

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Topics: Release Notes