One unique feature of AdvicePay is that your clients don’t have to set up a client portal to make payments. While we offer this flexibility to make it simple for clients (and to accommodate those who just don’t want another set of log-in credentials), I encourage you and your clients to consider the benefits of their own AdvicePay portal.
Control Emails & Notifications
By default, clients will receive a recurring payment email reminder before a payment is due and a second email with a payment receipt. Since regulators want to see that advisors aren’t able to turn off these notifications, clients can manage their email preferences under their Account Settings.
Update Personal Information
In our effort to keep you compliant and protect sensitive client information, advisors are unable to update client email addresses after payment information is on file. If your client needs to update their email address or their bank account information, they’re able to do so in their client portal.
While invoices are accessible by you (and your admins) to access, sometimes clients may want to view these on their own times. Past invoices are easily accessible through their account.
Adding an Additional User
Working with a couple? Clients can add their partner as an additional user, allowing them to view invoice/subscription information and take actions (like making payments or updating billing information) while keeping separate log-in credentials. We also see business owners add administrative assistants as well!
While some clients will gravitate towards making payments without an account, I recommend educating them on the benefits, but if they prefer not to, no worries! That’s why that option is there!
For helpful articles written specifically for clients, check out our Client Knowledge Base. Below are a few links I encourage you to keep handy. And, as always, we encourage your clients (and you!) to email our Happiness Heroes at firstname.lastname@example.org for any questions!
Client Articles to Keep Nearby
Honor is excited to help AdvicePay users make the most out of our platform to help expand their businesses. Having worked in the financial industry for five years, Honor has considerable experience assisting financial advisors as a paraplanner. When she’s not helping enterprises implement AdvicePay into their business, you can find Honor running, cooking, and exploring National Parks with her husband.