AdvicePay Financial Advisor Community Blog

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

How Electronic Signatures Can Improve Your Efficiency (Even More Than You Might Think)

March 28, 2019 By: Lucy Robeson, CFP®

Many advisors have already adopted electronic document signature tools for their practice to some degree, and this has been a huge win for accuracy and convenience when it comes to processing agreements. Chasing paper agreements (and paper checks) can become a huge hassle for you and for your clients.

The truth is, there are good reasons why some haven't been able to make the switch to electronic signature yet (including system interoperability issues and more), but I'd like to tell you why -- and how -- you can adopt electronic signatures starting today, if you use AdvicePay.

Back in November, we rolled out our eSignature integration, and we continue to expand our eSignature functionality. But before we take a look at all of the feature details, let's talk about why eSignature could be the best $15 you spend all month when it comes to being more efficient and providing a great client experience.

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Topics: Practice Management, User Experience

New Feature Release: Client Information Customization

March 20, 2019 By: Mary Moore
We are so excited to share our newest feature enhancements: client information customization. These features have been requested both by clients and advisors, so our team has been working diligently to deliver!
 
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Topics: Feature Releases