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: Subscription Management

September 16, 2019 By: Mary Moore

At AdvicePay, we realize that efficiency matters, to both you and your clients. That is why we have made managing your subscriptions effortless!

Read More

Topics: Feature Releases

New Feature Release: Invoice Filtering and Exporting

August 15, 2019 By: Mary Moore

Some of our best ideas for system improvements and enhancements have come from AdvicePay users (we're pretty proud of that!) and today's feature release isn't any different. Based on feedback from our users, we have been able to make our invoices page...

Read More

Topics: Feature Releases

New Feature Release: eSignature Permissions & Signing Order

August 01, 2019 By: Mary Moore

Getting your client agreement signed and get paid all in one, easy workflow is now EVEN easier! So what's new in eSignature? We have added the ability to create a signing order so that your firm can collect all of the signatures it needs in the...

Read More

Topics: Feature Releases

New Feature Release: Fee Calculator

July 25, 2019 By: Mary Moore

At AdvicePay, we realize that having confidence in how fees are calculated is a top priority for financial advisors. That is why we are so excited to be launching our newest feature -- our fee calculator! This powerful, new tool allows you to easily...

Read More

Topics: Feature Releases

Feature Release: Bulk Importing

July 03, 2019 By: Mary Moore

Ever wanted to upload clients or invoices in bulk to AdvicePay? Now you can with our newest feature release -- bulk client & invoice importing. This has been one of our most requested features, specifically from firms who bill different amounts every...

Read More

Topics: Feature Releases

Feature Release: Client Experience Redesigned

June 05, 2019 By: Mary Moore

We love your clients (almost) as much as you do! At AdvicePay, we are committed to providing a seamless experience not only for you, but also for your clients. That is why we decided to add the option for clients to make one-time payments without...

Read More

Topics: Feature Releases

Feature Release: Ch-Ch-Changes to AdvicePay Plans

May 22, 2019 By: Mary Moore
New Plan - Feature Release

 

Read More

Topics: Feature Releases

Feature Release: Smarter Settings

May 03, 2019 By: Mary Moore
AdvicePay New Settings Feature - 52

 

Read More

Topics: Feature Releases

How AdvicePay Solved Common eSignature Issues

April 19, 2019 By: Mary Moore

Many financial advisors have successfully adopted using digital signature functionality with their clients, others have never even considered it, and some have simply tried it and given up. Using digital signature has become a huge time-saving piece...

Read More

Topics: User Experience

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!
 
Read More

Topics: Feature Releases