Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so...
Topics: Release Notes
Here at AdvicePay our team just wrapped up our 15th quarterly retreat at our office headquarters in beautiful Bozeman, Montana.
Topics: AdvicePay Culture
As a financial advisor, you want to provide your clients with responsive service, proactive communication, and an overall exceptional experience. A critical piece of ensuring that your clients are delighted is knowing both what your clients experience in...
Topics: User Experience, Client Relationships
We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.
Topics: Feature Releases, Integrations
At AdvicePay, we are continually working to build new features and integrations that streamline your workflows, free up your time, and simplify the process for your clients. That's why we are excited to announce our newest integration with DocuSign! This...
Topics: Feature Releases, Integrations
2020 was a year filled with change, challenges, and adaptation. Let's celebrate putting a bookend to last year with our December 2020 Release Notes! This past month, we released a new integration and also worked on some small but sweet updates in the app.
Topics: Release Notes
This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around the...
Topics: Release Notes
It's a new month, which means we have another round of product updates and bug fixes for you! In addition to a new integration for our Enterprise users, we also added the ability for you select multiple descriptions of services on a single invoice or...
Topics: Release Notes
In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October...
Topics: Release Notes
This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list.
Check out our release...
Topics: Release Notes