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

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

New Feature Release: Payment Descriptions

March 13, 2019 By: Mary Moore

At AdvicePay, we realize that compliance has to be a top priority for financial advisors. In fact, besides being efficient and secure, our system is built to be a compliant billing and payment solution for fee-for-service financial planning.

So, when regulators came to us requesting an enhanced feature, we were able to make the change to our system right away to keep our users compliant with their request. That's the beauty of focusing on our niche -- we're all about serving financial advisors. Period. And we're proud of that.

Here's a quick overview of what's new!

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Topics: Feature Releases

New Feature Release: eSignature Upgrades

February 21, 2019 By: Mary Moore

 

 

Why eSignature is better than ever!

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Topics: Feature Releases

New Feature: Client-Side Email Control

February 15, 2019 By: Mary Moore

We're Also in the Relationship Business

At AdvicePay, we view our platform not only as an efficient, compliant, and secure system for helping advisors to get paid (yep to all of that!), but also as a helpful client relationship management tool. So, some of the feature enhancements we prioritize are motivated by supporting your client interactions.

Today's release is one of those, as we give your clients more control of their AdvicePay experience while maintaining the workflow that keeps you efficient and compliant. 

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Topics: Feature Releases

Announcing our B-Importer Software Integration

February 06, 2019 By: Mary Moore

 

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Topics: New Release

New Feature Release: Subscription & Invoice Screens

January 23, 2019 By: Mary Moore

We're excited to introduce you to our newest feature enhancement: subscription and invoice screens.

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Topics: Feature Releases

New Feature Release: Payment Request Screen

January 10, 2019 By: Mary Moore

Now Available in AdvicePay

More options for Billing & Payment custom settings

Our only business is serving financial advisors and their clients, so -- unlike other billing and payment systems out there -- we're able to design AdvicePay around the unique needs of financial planning businesses. 

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Topics: Feature Releases