AdvicePay Financial Advisor Community Blog

January 2021 Release Notes

February 03, 2021 By Lana Dalton
Lana Dalton

Welcome to the first release notes of 2021! This past month we expanded our eSignature functionality by adding one of your most often requested features -- an integration with DocuSign.

Take a look at what's new in AdvicePay, and get a sneak peek at what is just around the corner.  

What we’re most excited about 🎉

DocuSign Integration

We are excited to announce our newest integration with DocuSign on our Professional platform! This powerful, new integration will be a game-changer for your business. You'll now be able to manage the client agreement and invoicing process in one easy-to-use solution.

This integration allows you to connect your existing DocuSign account to get financial planning agreements and other documents signed as part of your payments requests or independently. Easily access your templates through AdvicePay and come more efficient instantly! 

docusign integration screenshot


Check out our Help Desk article to get instructions on how to connect DocuSign and AdvicePay here!

Want to see our eSignature features in action? Register here for our upcoming webinar covering our integrations with DocuSign and HelloSign. 


Other Features & Bug Fixes

  • Client invite link renewed when resent by advisor or account owner
  • Increased email volume sent through Mailgun
  • Removed optional signers in Docusign
  • Security update for Axios package
  • Added Request payment API endpoint
  • Created automatic email notification for delinquent advisor accounts
  • Emailed Delinquent AP Customer Accounts
  • Updated the dashboard for Managing Advisors to see the office and individual revenue data
  • Added Docusign to the integrations tab
  • Improved error messaging when deleting account with an outstanding balance
  • Added AWS time sync
  • Added new privacy policy
  • Added terms of use update message 
  • Added client credentials to OAuth flow
  • Added an export function to the documents table
  • Added customer abbreviations for MCD in SuperAdmin
  • Added timings for transfers endpoint
  • Fix to handle error responses that don't originate from AdvicePay
  • Fix to avoid syncing client signer with matching email that isn't a client
  • Fix to avoid error when downloading sent emails log
  • Fix to show “mark as paid” if home office edits an invoice with pending approval
  • Fix for total revenue display on client page and dashboard to be consistent
  • Fix for the incorrect date range on invoices
  • Fix for upcoming invoice displaying incorrect amount after January fee increase
  • Fix for editing signing order not saving
  • Fix for the email to a client not showing fee increase
  • Fix for issue enabling MFA on super admin

What to Look Forward to:

  • Deliverables
  • Salesforce integration

Before you go

Have a feature you'd like to see?

Visit our idea submission page on our website anytime to share your thoughts with our team!

Made with love in Montana


Posted by Lana Dalton

Lana is a Happiness Champion (aka Relationship Manager) at AdvicePay and loves helping enterprise users implement and optimize the AdvicePay platform. After graduating from the University of Washington in Seattle, Lana spent the past three years working in the tech industry, helping organizations implement software, create training content, and establish onboarding processes. When she’s not helping our enterprise users, you can find Lana trail running, backcountry skiing, and cooking different types of cuisine.

Topics: Release Notes