It's a cold start to Feburrrrrary! We hope you're keeping warm where you are!
AdvicePay Lets You Charge on a Subscription Basis
One of the major advantages of AdvicePay is its subscription payment functionality. In fact, AdvicePay was created, designed, and built specifically to provide financial planners with a compliant billing option when utilizing the fee-for-service model.
Topics: Practice Management, User Experience
We're excited to introduce you to our newest feature enhancement: subscription and invoice screens.
Topics: Feature Releases
Now Available in AdvicePay
More options for Billing & Payment custom settings
Our only business is serving financial advisors and their clients, so -- unlike other billing and payment systems out there -- we're able to design AdvicePay around the unique needs of financial planning businesses.
Topics: Feature Releases
In December, we launched some pretty serious email upgrades that we're excited to share, and also knocked out a fat stocking's worth of other upgrades and fixes. These small, sweet changes are sure to get your new year started right without compromising your diet resolution. Win-win!
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What we’re most excited about
EMAIL FEATURE UPGRADES
Lots of new email features
- Redesigned emails
- Adding additional BCC recipients
- Use advisor as reply-to contact
- Add firm logo to client emails
- Ability to export the email log
Other Features & Fixes
- Upgraded help desk beacons. What's a beacon? Read the Release Notes below.
- Sort clients alphabetically by last name in tables. Previously, clients were sorted by their first name. You told us that it would be more helpful to sort by last names, and we agreed!
Topics: Release Notes
More customization, more controls
At AdvicePay, we're all about making you more efficient with streamlined, compliant workflows, but it is also our goal to help foster great relationships between you and your clients. That's why we've invested significant development time over the past few months to upgrade our AdvicePay email functionality.
You Asked, We Listened
Many of the upgrades now available were created in direct response to ideas and requests from our users. Thank you! We're always eager to chat about anything that can make AdvicePay even better.
Here's What's New
- A new, sleeker look + the ability to add your firm's logo.
- Advisor is now the Reply-To contact for most emails to clients (except for things like Reset Password requests) so they can get in touch with questions about their payment faster!
- Ability to turn on/off select client + advisor email notifications.
- Custom Unpaid Invoice Reminder interval settings.
- Ability to add BCC recipients for client email notifications, as well as additional recipients for advisor’s direct notifications.
- Ability to add custom messages to client emails.
- Email Log + ability to export a log report.
Topics: Feature Releases
What's your Whoop-de-do level This season?
It’s the holiday season, and there’s a holiday song I’ve never quite understood. As with most holiday songs, there are a lot of versions, but I’m going with the medley of “Happy Holiday” and “The Holiday Season” as popularized by Andy Williams. And here’s the line that really gets me:
“It's the holiday season, so whoop-de-do...”
First of all, who says “whoop-de-do”? Second of all, what sort of enthusiasm is that for the most wonderful time of year* (also known as Mariah Carey’s holiday)? This expression feels like a well-intended effort toward genuine holiday excitement that just gets lost for words.
Between work and extra time with family and friends -- all wonderful, but time is the operative word here -- this season can become exhausting to the point of mere whoop-de-do levels of excitement. Managing ourselves well -- our greatest business asset -- becomes even more important during this busy time of year.
Topics: Practice Management
In November, we delivered on one of our most often requested feature adds: eSignature integration! Yep, we did it. All of that, and a bit more.
(We're not folks to brag, but our developers are pretty much rock stars.)
The rest of the team has been pitching in, too, getting the word out, answering your questions, and planning for what's next. Take a look!
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What we’re most excited about
ESIGNATURE
You asked for it. We've got it. Now, here's what you can do with it in AdvicePay.
Description of Services
Customize your description of services to create payment requests quickly.
Topics: Release Notes
5 Ways Financial Planners Can Avoid Making Early Mistakes
When starting a financial planning firm, advisors often fall into traps around:
- Who they work with;
- How they work;
- And the systems and processes they implement.
The five mistakes listed below provide examples for how these common traps play out, and offer solutions for how to avoid them.
Topics: Practice Management