AdvicePay Financial Advisor Community Blog

November 2019 Release Notes

December 04, 2019 By: Erika Madden | Happiness Hero

This November, we had a lot to be thankful for, but we are most thankful for the release of an exciting project: our integration with Redtail CRM! We also made some shiny new upgrades to our business dashboard and worked on a few other tweaks to our...

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Topics: Release Notes

AdvicePay Team Member Spotlight: Honor Randall

November 20, 2019 By: Shannon Beck

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Honor Randall,...

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Topics: AdvicePay Culture

A Guide to AdvicePay's Small Features that Pack a Big Punch

November 12, 2019 By: Honor Randall

Above all else, my passion in life is efficiency. I go out of my way to memorize keyboard shortcuts and I’ve been using the same color coding system since middle school. That being said, I know it’s natural to feel like taking time to master the small...

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Topics: Practice Management

Announcing the AdvicePay and Redtail Integration

November 07, 2019 By: Mary Moore

We are excited to announce that AdvicePay has integrated with Redtail CRM, a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

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Topics: Feature Releases

October Release Notes

November 01, 2019 By: Erika Madden | Happiness Hero

This month, we have been heads down adding polish to our platform and preparing for a few exciting releases in November. Take a look at what's new in AdvicePay, and get a sneak peek at what is just around the corner.  

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Topics: Release Notes

Fee Increase Success: Cumbie Advisory Services, Inc.

October 22, 2019 By: Honor Randall

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year....

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Topics: Practice Management, User Experience

Having the Fee Increase Conversation

October 18, 2019 By: Honor Randall

As the end of the year approaches, it may be time to consider adjusting your rate, even if it’s just a small increase for your clients. Maybe you’re ready to add new planning tools to your firm, or maybe you’ve grown drastically and now it’s time to...

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Topics: Practice Management

Feature Release: Auto Fee Escalation

October 17, 2019 By: Mary Moore

We are thrilled to be releasing our newest feature release -- auto fee escalation. That's right, we have added the ability for you to effortlessly (and compliantly) increase your client's subscription fee each year by adding an automatic fee...

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Topics: Feature Releases

Overnight Innovation: Ship-It Day

October 09, 2019 By: Shannon Beck

 

At AdvicePay, we are always looking for new ways to challenge ourselves and improve our current processes. One way we accomplish this is by hosting a "Ship-It Day" twice a year. 

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Topics: AdvicePay Culture

Behind The Scenes: What Happens When You Report an Issue to AdvicePay?

October 07, 2019 By: Isaac Noda

 

Why do issues happen in the first place?

In the engineering world, we have a parody of the classic “99 Bottles of Beer” song: “99 little bugs in the code, 99 little bugs in the code. Take one down, patch it around, 117 little bugs in the code!”

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Topics: User Experience