AdvicePay Fee-Based Planning Blog

In November, we delivered on one of our most often requested feature adds: eSignature integration! Yep, we did it. All of that, and a bit more.

(We're not folks to brag, but our developers are pretty much rock stars.)

The rest of the team has been...

It's been a busy month at AdvicePay! Perhaps fueled by the early and ongoing purchase of Halloween candy, our team has been working like crazy to bring you enhanced features and customization tools. We're happy to share that many of these have been...

Features & Fixes

• Database Conversion
• Invoice Data Added to ACH Payment Failure Refund Transactions
• Customer Email Sync with Stripe
• Removed Extra 'Here' in Failed Payment Email Notification
• Payout Display Bug Fix

What We’re Most Excited About

July Release Notes Summary

What We’re Most Excited About:

• All New Business Dashboard
• Invite Clients & Request Payments in One Step
• Client & Advisor IDs

• Invoices Display as Past Due
• Easily Update Admin Permissions

May Release Notes Summary:

• $10/Month Basic AdvicePay Account
• Ability to sign up directly for Basic, Professional, or Enterprise
• Read-only Advisor on Enterprise
• Can send/resend Invite email to Unregistered clients
• Subscription descriptions now visible
• ...

Everyone knows trust must be at the core of every good relationship, and this is even more true when money is involved. As a general rule, nobody likes to worry about money, but it remains a top concern in our highly technological world due to the...

APRIL RELEASE NOTES SUMMARY:

• Emails to clients include the advisor email address
• Add Additional Admin Users on Professional and Enterprise
• Cancel Unpaid/Inactive Invoices Without Notifying Clients
• Enterprise Firm Managers Can Delete Advisors
• Sorted Data...

March Release Notes Summary: