AdvicePay Financial Advisor Community Blog

5 Creative Ways to Add Revenue to Your Firm

February 27, 2020 By: Honor Randall

There are many great reasons to adopt a fee-for-service approach and several ways to seamlessly implement it into your business. If you’re currently using an Assets Under Management model, fee-for-service can be a great complement for your existing...

Read More

Topics: Practice Management, User Experience

January 2020 Release Notes

February 06, 2020 By: Erika Madden | Happiness Hero

In celebration of the new year, we checked off some resolutions that are sure to increase your efficiency -- like adding custom disclosure language to emails. Check out our release notes below to get an overview of everything that is new in AdvicePay.

Read More

Topics: Release Notes

Team Member Spotlight: Aaron Lindstrom

January 29, 2020 By: Shannon Beck

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Aaron...

Read More

Topics: AdvicePay Culture

Success Stories: Valmark Financial Group®

January 24, 2020 By: Honor Randall

For three generations, Valmark Financial Group® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of...

Read More

Topics: User Experience, success story

How to be AdvicePay Happy: How Your Clients Update their Payment Method & Resolve Failed Payments

January 23, 2020 By: Erika Madden | Happiness Hero

One thing we are big believers in here at AdvicePay is efficiency. When automation of billing-related tasks isn’t possible, we still want processes to be accomplished quickly and simply -- without any unnecessary steps or undo hassle on your part!With...

Read More

Topics: User Experience

December 2019 Release Notes

January 08, 2020 By: Erika Madden | Happiness Hero

We’re already a full week into January and what better way is there to kick off the new year then reflect on everything that happened this past month? In December, we knocked out one of your most requested features -- increased firm logo size on...

Read More

Topics: Release Notes

2019 Year In Review

December 20, 2019 By: Mary Moore

We’ve accomplished a lot together in 2019. For our team, it was all about you — our amazing community of advisors. That is why in 2019, we launched almost 100 new features, and we could not have done it without YOU! That’s right, most of our features...

Read More

Topics: Feature Releases, User Experience

November 2019 Release Notes

December 04, 2019 By: 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...

Read More

Topics: Release Notes

AdvicePay Team Member Spotlight: Honor Randall

November 20, 2019 By: Shannon Beck

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Honor Randall,...

Read More

Topics: AdvicePay Culture

A Guide to AdvicePay's Small Features that Pack a Big Punch

November 12, 2019 By: Honor Randall

Above all else, my passion in life is efficiency. I go out of my way to memorize keyboard shortcuts and I’ve been using the same color coding system since middle school. That being said, I know it’s natural to feel like taking time to master the small...

Read More

Topics: Practice Management