AdvicePay Financial Advisor Community Blog

Feature Release: Smarter Settings

May 03, 2019 By Mary Moore
Mary Moore



It may have been snowing at our AdvicePay office this week, but this feature release is HOT🔥

We have done some major spring cleaning to our user settings. Next time you login to your account, things will look a little different. We have split user settings into three different sections. Your account, firm, and individual settings will now have their own separate section in the AdvicePay app. 


New Settings 1 - Screenshot


New Settings 3 - Firm Screenshot


New Settings 2 - Screenshot


Why did we do this?

1. User Experience

Doing this creates a more intuitive experience for users like you! Things are no longer scattered, and as we add more settings, they will be easier for you to find and control.


2. Solid Code Foundation

Our developers are pretty awesome, and in order to keep the AdvicePay engine running, they needed to ensure our code is as strong as ever! 


3. Additional Feature Coming Soon!

Cleaning up our user settings is the first step to bringing you an awesome new feature! In just a few weeks, you will be able to add multiple advisors to your professional account. Keep an eye out in your inbox and follow us on social media to learn more about this new feature.


Questions on the new settings? Check out our HelpDesk.

 Mary Blog Series Images

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