AdvicePay Financial Advisor Community Blog

July 2021 Release Notes

August 06, 2021 By Mary Moore
Mary Moore

This past month, our team had a blast at our company-wide retreat, spending time bonding through laughter, singing karaoke, volunteering, and oh-so-much more. (Don’t miss the pictures at the end of this blog!)

You may also notice this month’s release notes look a little bit different compared to previous months. Well, that is because our team has been working full steam ahead building exciting enhancements to our Enterprise platform. 

Hint Hint: think workflows, automation, and full compliance oversight. Stay tuned…the big launch is coming soon. ⭐🚀 


Features and Bug Fixes:

  • Added Office name column to advisor bulk import on Enterprise platform
  • Added detail to API docs
  • Added error message forwarding to API Admins endpoint
  • Added paging to public API transfers endpoint
  • Added ability to initiate payment request flow using a client's external ID
  • Infrastructure: IAM key rotation
  • Prevented multiple PIN eSignature emails being sent to advisors
  • Fix for long descriptions on invoices disappearing when Preview Invoice is selected
  • Fix for some checks not moving into Paid status


What is to Come: 

  • AdvicePay Enterprise enhancements


AdvicePay Team Retreat

At AdvicePay, one of our core values is to Be Well Being You. In July, our entire team did just that while gathered at our headquarters in Bozeman, MT to connect, refresh our mindsets, and spend quality time together. Enjoy some fun photos from our retreat below!


Scott volunteering


Lana Volunteering


Andre Karoake


Austin Volunteering


Grizzly excursion


andre volunteering


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 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: Release Notes