For most, July normally means BBQs, pool days, and fireworks! It also means the release of impressive new features for AdvicePay users. This past month, our team launched our fee calculator, made some exciting upgrades to eSignature (lots of new features there), and knocked out a long list of minor fixes and system enhancements.
Here's a quick review of what is new!
What we’re most excited about:
Standardize fees at your firm, comply with transparency requests from regulators, increase your sales, and improve your billing workflow efficiency with our powerful new fee calculator! (Pssst. We have even added some nifty calculator templates to help you get started.)
There are no conditions or extra fees to use the calculator, so feel welcome to give it a whirl!
Do you prefer that all signees sign a document before you? Does a compliance officer need to sign before it goes out to your client for signature? With the ability to assign a signing order, your firm can quickly collect all of the signatures it needs in the correct order they need them!
Have a long list of existing clients that you need to get set up on AdvicePay? Instead of entering them one by one, use our new bulk importing tool to create them in a jiffy! Our provided .CSV template contains the exact fields we need to be able to import clients in AdvicePay, so you don't need to change or adjust a thing.
E-sign template management -- allows for the sharing of templates with their firm. Enterprises have an additional setting to disallow reps from adding their own templates.
“Contract Signed” email notification option for advisors/firm users -- so you never miss a beat when a contract is signed and completed!
Adding Tags to advisor and client profiles
Login with Google instead of (or after) setting a password, as long as emails match
New onboarding! Fresh new design + nicer flows for verifying identity
Superadmin feature to set an app-wide alert in case of major outages
Ability to delete failed invoices on a subscription
Enterprise fee scrape
Google Analytics events to track onboarding
App maintenance mode (in preparation for scheduled downtime 7/28)
Support new flow for identity verification
Allow capital letters to be used in the entered email addresses when requesting multiple payments
Change eSign redirect after clients set a password
Fix for trying to edit a subscription with an upfront invoice that has been marked as paid
Fix for “Additional Info” Invoice setting getting incorrectly hidden from advisors
Fix for permission check that hid action to sign a contract
Fix for firm toggle for rep description adding/editing
Fixed data discrepancy with HubSpot data syncing
Resigned Client Wallet (with extra payment method settings!)
Improved subscription management
Invoice + Subscription filtering
Are there features you’d like to see on AdvicePay? We'd love to hear about them! Visit our idea submission page on our website anytime to share your thoughts with our team!