AdvicePay Financial Advisor Community Blog

Mary Moore

Mary Moore
Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Recent Posts

September 2021 Release Notes

October 07, 2021 By: Mary Moore

You may have noticed that we didn’t have any release notes last month! This is because our Engineering team had their heads down performing some code wizardry to deliver some BIG enhancements to our Enterprise platform. (We didn’t want to spoil the...

Read More

Topics: Release Notes

Feature Release: Major Enhancements to the Enterprise Platform

September 17, 2021 By: Mary Moore

Managing the many process components of fee-for-service financial planning as volume grows is increasingly challenging for Enterprise home offices. Firms must track and confirm a myriad of moving pieces, such as: Is there a completed agreement on file...

Read More

Topics: Feature Releases, User Experience, Enterprise

July 2021 Release Notes

August 06, 2021 By: Mary Moore

This past month, our team had a blast at our company-wide retreat, spending time bonding through laughter, singing karaoke, volunteering, and oh-so-much more. (Don’t miss the pictures at the end of this blog!)

Read More

Topics: Release Notes

New Feature Release: Deliverables for Enterprise

April 07, 2021 By: Mary Moore

From the very start, we built AdvicePay to address the unique compliance issues enterprises face when utilizing a fee-for-service model as part of their business. Operationalizing and scaling a large volume of recurring financial planning fees can be...

Read More

Topics: Feature Releases

Announcing the AdvicePay And PreciseFP Integration

December 08, 2020 By: Mary Moore

We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.

Read More

Topics: Feature Releases

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...

Read More

Topics: Feature Releases

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 ...

Read More

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...

Read More

Topics: Feature Releases

2019 Year In Review

December 20, 2019 By: Mary Moore

We’ve accomplished a lot together in 2019. For our team, it was all about you — our amazing community of advisors. That is why in 2019, we launched almost 100 new features, and we could not have done it without YOU! That’s right, most of our features...

Read More

Topics: Feature Releases, User Experience

Announcing the AdvicePay and Redtail Integration

November 07, 2019 By: Mary Moore

We are excited to announce that AdvicePay has integrated with Redtail CRM, a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Read More

Topics: Feature Releases, Integrations