AdvicePay Financial Advisor Community Blog

November 2019 Release Notes

December 04, 2019 By Erika Madden | Happiness Hero
Erika Madden | Happiness Hero

This November, we had a lot to be thankful for, but we are most thankful for the release of an exciting project: our integration with Redtail CRM! We also made some shiny new upgrades to our business dashboard and worked on a few other tweaks to our product. 

Get a personal tour of everything that is new in AdvicePay below. 

What we’re most excited about:

Business Dashboard Overhaul!

Business Dashboard

Check out your revamped dashboard! Not only is it prettier, but it contains more helpful information than ever before. You can check out your projected and received revenue by month, quarter, and year, as well as break down revenue information by Subscriptions and One-Time Invoices!

 

Redtail Integration

Redtail Integration

We are very pleased to announce our Redtail integration! This new integration enables advisors to sync client data across platforms and, through a single click, access that data in both platforms. Redtail users can map and send client information from Redtail to populate AdvicePay and immediately start the billing process. Additionally, Redtail users can view AdvicePay invoices in Redtail in the same client record.

If you’d like to learn more about this integration, please feel free to check out these Redtail articles.

 

Other Features & Bug Fixes

  • Custom message added to contract emails for all signees
  • Fix for date picker on mobile
  • Fix signing option showing on voided contract
  • Superadmin ability to delete user with no connect account

 


What to Look Forward to:

  • Managing failed payments on subscriptions
  • Approvals filtering + search (tentative 12/18)
  • Home office refunds (tentative 12/18)
  • Increased logo size on invoices and in emails (tentative 12/18)

Before you go:

New to AdvicePay? Let us give you a tour of the unique features of the platform and answer any questions you might have about how AdvicePay can work for you.

REGISTER FOR A DEMO


Made with love in Montana

AdvicePay---Montana


 

Posted by Erika Madden | Happiness Hero

Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Topics: Release Notes