AdvicePay Financial Advisor Community Blog

How Often Should I Bill My Clients?

May 27, 2020 By: Honor Randall

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...

Read More

Topics: Practice Management

New Feature Release: Client Attributes

May 15, 2020 By: Mary Moore

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...

Read More

Topics: Feature Releases

April 2020 Release Notes

May 11, 2020 By: Erika Madden | Happiness Hero

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. 

Read More

Topics: Release Notes

New Feature Release: Digital Wallet Payments

May 07, 2020 By: Mary Moore

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 ...

Read More

Topics: Feature Releases

New Enterprise Feature: "Offices"

May 01, 2020 By: Mary Moore

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...

Read More

Topics: Feature Releases

Why Ongoing Planning can be More Valuable than a One-time Engagement

April 23, 2020 By: Honor Randall

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...

Read More

Topics: Retainer Model, Practice Management

Billing Best Practices

April 20, 2020 By: Honor Randall

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. 

Read More

Topics: Practice Management, User Experience

5 Tips for Secure Video Conferencing

April 15, 2020 By: Scott Doty

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...

Read More

Topics: Practice Management

March 2020 Release Notes

April 08, 2020 By: Erika Madden | Happiness Hero

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...

Read More

Topics: Release Notes

Presenting a Financial Plan Virtually

April 03, 2020 By: Honor Randall

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...

Read More

Topics: Practice Management