AdvicePay Financial Advisor Community Blog

Feature Release: Ch-Ch-Changes to AdvicePay Plans

May 22, 2019 By Mary Moore
Mary Moore

 

Mary here, Product Owner at AdvicePay. We are so excited to bring you one of our BIGGEST feature releases of the year! AdvicePay is better than ever, and this week we have made some exciting upgrades and changes to our plans.  These revisions are just another step in our master plan to help you grow your business through fee-for-service offerings.


You wanted to make billing at your firm EVEN easier? You got it.

Professional plan users can now add multiple advisors to their account (just like one can on the current Enterprise platform). Pricing will remain the same at $50 per advisor/month. In addition to this, we added another advisor type to both Professional and Enterprise plans. This Managing Advisor has access to view other advisors and clients to help the whole team out.

Read more about advisor permission types here.


You wanted to get your client agreement signed and get paid all in one, easy workflow… for FREE? Your wish is our command.

eSignature is no longer an additional $15/month/user cost and is now included in the monthly fee for Professional and Enterprise plans. If you are a current eSignature user on Professional or Enterprise, you will no longer be billed for it.


Haven’t added eSignature to your account yet? Login to your account to add it to your Professional or Enterprise plan for free. If you are an Essential user, now is a perfect time to upgrade your plan. 


Enterprise Price Changes

Enterprise pricing has now reduced to $65 a month and will be an additional $65/advisor if other advisors are added. Enterprise users will retain their access to advanced billing permission features.

Please note: If you are a current Enterprise plan user, your current billing has not changed. If you would like to switch your plan level, login to your account or contact us at support@advicepay.com.


NEW Enterprise Plus Plan

In addition to the enhancements outlined above, we have added an additional Enterprise Plus plan to our offerings. This new plan comes with a Relationship Manager, custom training and webinars, custom development work, and much more. Learn more about Enterprise Plus features here or contact us at sales@advicepay.com 


Don't know which plan is right for you? 

AdvicePay has a number of plans available to suit a variety of billing needs. Compare all of our plans here and choose which one is right for you. 


We care about your success.

               Have questions regarding these changes? Contact us at support@advicepay.com.                             


 

Posted by 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.

Topics: Feature Releases