AdvicePay Financial Advisor Community Blog

Erika Madden | Happiness Hero

Erika Madden | Happiness Hero
Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Recent Posts

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

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

September 2019 Release Notes

October 04, 2019 By: Erika Madden | Happiness Hero

 

We're officially beyond a full week into fall and it is time to take stock of all that happened this past month. We launched several improvements, new features, and even an integration in September. 

Scan our full blog post below get info on all of...

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Topics: Release Notes

August Release Notes 2019

September 04, 2019 By: Erika Madden | Happiness Hero

It's a new month, which means we have another roundup of release notes for you! From a redesigned client wallet, to a new invoices page, this past month we've been full steam ahead with adding new features. 

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Topics: Release Notes

July 2019 Release Notes

August 05, 2019 By: Erika Madden | Happiness Hero

For most, July normally means BBQs, pool days, and fireworks! It also means the release of impressive new features for AdvicePay users. This past month, our team launched our fee calculator, made some exciting upgrades to eSignature (lots of new...

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Topics: Release Notes

June 2019 Release Notes

July 01, 2019 By: Erika Madden | Happiness Hero

 

At AdvicePay, we're all about helping you achieve success. So, that's why in June we knocked out one of our most often requested feature adds: clients can now make payments without having to login (insert happy dance here.) Our dev team also knocked...

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Topics: Release Notes

May Release Notes 2019

June 03, 2019 By: Erika Madden | Happiness Hero

The rain and snow may have finally slowed down here at the AdvicePay office, but our team has been busy, busy, busy! We released a TON of new features, made changes to our plans and pricing, and even announced that eSignature is now FREE for...

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Topics: Release Notes

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

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

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