AdvicePay Financial Advisor Community Blog

New Feature Release: Client Information Customization

March 20, 2019 By Mary Moore
Mary Moore
We are so excited to share our newest feature enhancements: client information customization. These features have been requested both by clients and advisors, so our team has been working diligently to deliver!
  What's New:

  • Additional Client Logins
    • This new feature allows your clients to give access to their account to additional users (e.g. partner). The additional user simply signs up with an email address upon receiving the invite, and from there, can help manage the account. Additional users have the ability to do everything your client (primary user) can, except sign contracts on their behalf and add/remove additional logins.
  • Customize How Names Appear on Invoices
    • You can now specify a "display name" that shows on invoices when creating and/or editing a client. This is great to use when you'd like to send an invoice to a business or trust.
  • Revised Client Show Page
    • The Client Show page got a design overhaul! We have updated this page for you so that it is easier to manage. In addition to viewing invoices and subscriptions on this page, you can now also view your contracts. Additionally, you can now view the client profile and whether the client has added additional logins. 

Client Show Screenshot

Coming Soon: New Client Payment Flow

We are making it easier for your clients to pay you in AdvicePay -- even from a mobile device. More details shortly!

Do you have an idea for AdvicePay?

We'd love to hear from you! Visit our idea submission page anytime to share your thoughts with our team!

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