AdvicePay Financial Advisor Community Blog

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.

 

 

 

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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

Feature Release: Ch-Ch-Changes to AdvicePay Plans

May 22, 2019 By: Mary Moore

 

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Topics: Feature Releases

When Will You Get Paid? 5 Q&As About Your Money

May 10, 2019 By: Erika Madden | Happiness Hero

Money, Money, Money, Mon-ney…MonEY!

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Topics: User Experience

Feature Release: Smarter Settings

May 03, 2019 By: Mary Moore

 

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Topics: Feature Releases

April 2019 Release Notes

April 30, 2019 By: Erika Madden | Happiness Hero

The days are longer, the nights are warmer, and spring has finally sprung! Our team is pleased to end the winter season with some exciting features and upgrades to your AdvicePay experience.

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Topics: Release Notes

Who Can You Best Serve Under the Fee-For-Service Model?

April 22, 2019 By: Lucy Robeson, CFP®

If you’ve decided to enhance your business by adding the fee-for-service model to your financial advisory firm, congratulations! You are staying up-to-date with the latest industry trends and are taking the initiative to explore new frontiers, which will allow you to serve clients you can’t today under your current fee structure.

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Topics: Practice Management

How AdvicePay Solved Common eSignature Issues

April 19, 2019 By: Mary Moore

Many financial advisors have successfully adopted using digital signature functionality with their clients, others have never even considered it, and some have simply tried it and given up. Using digital signature has become a huge time-saving piece of technology for many financial advisors and a great convenience for their clients. Yet, it can be a challenge and intimidating to adopt the technology into your firm.

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Topics: User Experience

How to Be AdvicePay Happy: eSignature Integration

April 10, 2019 By: Erika Madden | Happiness Hero

Erika here again, your AdvicePay Happiness Hero. Today, I am here to talk to you about our eSignature integration. 

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Topics: User Experience

March 2019 Release Notes

April 01, 2019 By: Erika Madden | Happiness Hero

March has been a busy month at the (new) AdvicePay office! Our team knocked out some pretty serious upgrades and fixes. Check out our release notes below to read up on how you now have additional client logins, bulk invoice downloads, and mobile-optimized payment flows for clients.  

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Topics: Release Notes