AdvicePay Financial Advisor Community Blog

Welcome to the first release notes of 2021! This past month we expanded our eSignature functionality by adding one of your most often requested features -- an integration with DocuSign.

At AdvicePay, we are continually working to build new features and integrations that streamline your workflows, free up your time, and simplify the process for your clients. That's why we are excited to announce our newest integration with DocuSign!...

It’s no surprise that the future of wealth management and financial advising is starting to evolve -- and we are going to begin to see these changes in the next few years. Although 2020 was a challenging year, to say the least, we saw accelerated...

In 2020, we covered a lot on our blog —fee-for-service tactics, marketing strategies, virtual work tips, pricing strategies, and more!As we jump into a new year, let's review our top 10 most-read blog posts of 2020.

2020 was a year filled with change, challenges, and adaptation. Let's celebrate putting a bookend to last year with our December 2020 Release Notes! This past month, we released a new integration and also worked on some small but sweet updates in the...

Are you charging your clients for financial planning? Or do you solely rely on the sale of products and working with clients through AUM? For most of its history, "getting paid" for financial planning has really been about giving away financial...

We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.

This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around...

If you are a financial advisor hoping to grow your business, it is imperative that you have a marketing plan in place. The value of effective marketing is irreplaceable -- it helps you cultivate your client base, maintain your brand, and grow your...

Your website is probably the most essential tool you have when converting prospects or retaining existing clients. It should be a place that clearly explains the services you provided while also offering value. The keyword there is value. I will give...