AdvicePay Financial Advisor Community Blog

February Release Notes

March 04, 2019 By: Erika Madden | Happiness Hero

Ahhh, February -- the month of love! This month, our team gave some love to our eSignature features (lots of new stuff there), AdvicePay’s shiny new integration abilities with Quickbooks and other accounting software (boom), and Client Email Control settings -- to name a few.

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Topics: Release Notes

How to Be AdvicePay Happy: Overdue Invoice Reminders

February 27, 2019 By: Erika Madden | Happiness Hero

Hi there! Erika here, your AdvicePay Happiness Hero. I’m coming to you today to alleviate your very next non-burrito-related episode of heartburn due to...overdue invoices!

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Topics: User Experience

New Feature Release: eSignature Upgrades

February 21, 2019 By: Mary Moore

 

 

Why eSignature is better than ever!

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Topics: Feature Releases

New Feature: Client-Side Email Control

February 15, 2019 By: Mary Moore

We're Also in the Relationship Business

At AdvicePay, we view our platform not only as an efficient, compliant, and secure system for helping advisors to get paid (yep to all of that!), but also as a helpful client relationship management tool. So, some of the feature enhancements we prioritize are motivated by supporting your client interactions.

Today's release is one of those, as we give your clients more control of their AdvicePay experience while maintaining the workflow that keeps you efficient and compliant. 

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Topics: Feature Releases

How to Get the Most Out of AdvicePay’s New Accounting Software Integration

February 13, 2019 By: Lucy Robeson, CFP®

We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!

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Topics: Feature Releases, User Experience

How to be AdvicePay Happy: Client Payments

February 11, 2019 By: Erika Madden | Happiness Hero

Hi there! Erika here. :) I’m the Happiness Hero for AdvicePay -- which means that I’m here for any and all questions about the AdvicePay system. Consider me your personal consultant on how to get most out of our amazing tool!

Thanks to some smart questions from our users, I’ve gathered a number of tips and reminders (I call them “HAPPINESS HINTS”) that can make using AdvicePay a breeze.

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Topics: User Experience

Announcing our B-Importer Software Integration

February 06, 2019 By: Mary Moore

 

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Topics: New Release

Janaury 2019 Release Notes

February 04, 2019 By: Erika Madden | Happiness Hero

It's a cold start to Feburrrrrary! We hope you're keeping warm where you are!

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Topics: Release Notes

Does My Client Have to Approve Their Ongoing Payment Each Time?

January 30, 2019 By: Lucy Robeson, CFP®

AdvicePay Lets You Charge on a Subscription Basis

One of the major advantages of AdvicePay is its subscription payment functionality. In fact, AdvicePay was created, designed, and built specifically to provide financial planners with a compliant billing option when utilizing the fee-for-service model.

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Topics: Practice Management, User Experience

2018 Year in review

January 25, 2019 By: Alan Moore, MS, CFP®

 

 

2018 Highlights

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Topics: Release Notes