AdvicePay Financial Advisor Community Blog

Success Stories: Kaleb Paddock, CFP®, Ten Talents Financial Planning, LLC

June 25, 2020 By: Shannon Beck

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary...

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Topics: Case Studies

How to be AdvicePay Happy: eSignature Tips

June 22, 2020 By: Ashley Rumschlag

We live in a digital age and our world is increasingly moving away from paper and pens to the convenience of applying signatures via screens and technology. The process of gathering signatures is a common productivity killer -- why waste time printing...

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Topics: User Experience

Using Tiered Service Offerings For Fee-For-Service Financial Planning

June 12, 2020 By: Honor Randall

It’s no secret that there are a few ways to price your fee-for-service offerings. One potential solution for your practice is to offer different service tiers that align with clients’ goals, needs, and budgets.

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Topics: Practice Management

Benefits of the AdvicePay Client Portal

June 09, 2020 By: Honor Randall

One unique feature of AdvicePay is that your clients don’t have to set up a client portal to make payments. While we offer this flexibility to make it simple for clients (and to accommodate those who just don’t want another set of log-in credentials),...

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Topics: Practice Management, User Experience

May 2020 Release Notes

June 04, 2020 By: Erika Madden | Happiness Hero

From eSignature updates to digital wallet payments, our team has been working full steam ahead to deliver some amazing updates to AdvicePay.

Check out our release notes below to get an overview of everything new and a sneak peek at what is just around...

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Topics: Release Notes

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...

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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...

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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. 

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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 ...

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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...

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Topics: Feature Releases