AdvicePay Financial Advisor Community Blog

AdvicePay Team Member Spotlight: Erika Madden

July 15, 2019 By: Shannon Beck

AdvicePay is what it is because of the people who work here. We are lucky to have some extremely talented team members in our ranks, so we thought we would tell you more about these individuals. Why do they work here? What do they do in their free time? What makes them tick?

Read More

Topics: AdvicePay Culture

Feature Release: Bulk Importing

July 03, 2019 By: Mary Moore

Ever wanted to upload clients or invoices in bulk to AdvicePay? Now you can with our newest feature release -- bulk client & invoice importing. This has been one of our most requested features, specifically from firms who bill different amounts every quarter, and firms who are looking to get onboarded quickly and efficiently. 

Read More

Topics: Feature Releases

June 2019 Release Notes

July 01, 2019 By: Erika Madden | Happiness Hero

 

At AdvicePay, we're all about helping you achieve success. So, that's why in June we knocked out one of our most often requested feature adds: clients can now make payments without having to login (insert happy dance here.) Our dev team also knocked out a TON of other features and bug fixes that are sure to streamline your workflows. Check it all out below. 

Read More

Topics: Release Notes

When to Speed Up and When to Slow Down: 10 Ways AdvicePay Makes Life Easier for You and Your Clients

June 13, 2019 By: Lucy Robeson, CFP®

Efficiency matters, both to you and your clients. Knowing when to maximize efficiency and when to slow down is important in doing your best work, in all aspects of life.

Read More

Topics: Practice Management

Feature Release: Client Experience Redesigned

June 05, 2019 By: Mary Moore

We love your clients (almost) as much as you do! At AdvicePay, we are committed to providing a seamless experience not only for you, but also for your clients. That is why we decided to add the option for clients to make one-time payments without logging in and also completely redesign the client payment flow. Check out all the details below to see exactly what your clients experience in AdvicePay.

Recent Update! This Feature Release Has NEW Enhancements

You can now offer your clients even MORE payment options. ALL payments can now be paid without your client having to create an AdvicePay account. Your clients can now pay their subscription and one-time invoices via credit card or ACH without having to login. 

Read the full blog post below to get all the details.

Mary - One Time Payment

 

 

Read More

Topics: Feature Releases

May Release Notes 2019

June 03, 2019 By: Erika Madden | Happiness Hero

The rain and snow may have finally slowed down here at the AdvicePay office, but our team has been busy, busy, busy! We released a TON of new features, made changes to our plans and pricing, and even announced that eSignature is now FREE for professional and enterprise accounts. 

Read More

Topics: Release Notes

Feature Release: Ch-Ch-Changes to AdvicePay Plans

May 22, 2019 By: Mary Moore
New Plan - Feature Release

 

Read More

Topics: Feature Releases

When Will You Get Paid? 5 Q&As About Your Money

May 10, 2019 By: Erika Madden | Happiness Hero

Money, Money, Money, Mon-ney…MonEY!

Read More

Topics: User Experience

Feature Release: Smarter Settings

May 03, 2019 By: Mary Moore
AdvicePay New Settings Feature - 52

 

Read More

Topics: Feature Releases

April 2019 Release Notes

April 30, 2019 By: Erika Madden | Happiness Hero

The days are longer, the nights are warmer, and spring has finally sprung! Our team is pleased to end the winter season with some exciting features and upgrades to your AdvicePay experience.

Read More

Topics: Release Notes