AdvicePay Financial Advisor Community Blog

Who Can You Best Serve Under the Fee-For-Service Model?

April 22, 2019 By: Lucy Robeson, CFP®

If you’ve decided to enhance your business by adding the fee-for-service model to your financial advisory firm, congratulations! You are staying up-to-date with the latest industry trends and are taking the initiative to explore new frontiers, which will allow you to serve clients you can’t today under your current fee structure.

Read More

Topics: Practice Management

How AdvicePay Solved Common eSignature Issues

April 19, 2019 By: Mary Moore

Many financial advisors have successfully adopted using digital signature functionality with their clients, others have never even considered it, and some have simply tried it and given up. Using digital signature has become a huge time-saving piece of technology for many financial advisors and a great convenience for their clients. Yet, it can be a challenge and intimidating to adopt the technology into your firm.

Read More

Topics: User Experience

How to Be AdvicePay Happy: eSignature Integration

April 10, 2019 By: Erika Madden | Happiness Hero

Erika here again, your AdvicePay Happiness Hero. Today, I am here to talk to you about our eSignature integration. 

Read More

Topics: User Experience

March 2019 Release Notes

April 01, 2019 By: Erika Madden | Happiness Hero

March has been a busy month at the (new) AdvicePay office! Our team knocked out some pretty serious upgrades and fixes. Check out our release notes below to read up on how you now have additional client logins, bulk invoice downloads, and mobile-optimized payment flows for clients.  

Read More

Topics: Release Notes

How Electronic Signatures Can Improve Your Efficiency (Even More Than You Might Think)

March 28, 2019 By: Lucy Robeson, CFP®

Many advisors have already adopted electronic document signature tools for their practice to some degree, and this has been a huge win for accuracy and convenience when it comes to processing agreements. Chasing paper agreements (and paper checks) can become a huge hassle for you and for your clients.

The truth is, there are good reasons why some haven't been able to make the switch to electronic signature yet (including system interoperability issues and more), but I'd like to tell you why -- and how -- you can adopt electronic signatures starting today, if you use AdvicePay.

Back in November, we rolled out our eSignature integration, and we continue to expand our eSignature functionality. But before we take a look at all of the feature details, let's talk about why eSignature could be the best $15 you spend all month when it comes to being more efficient and providing a great client experience.

Read More

Topics: Practice Management, User Experience

New Feature Release: Client Information Customization

March 20, 2019 By: Mary Moore
We are so excited to share our newest feature enhancements: client information customization. These features have been requested both by clients and advisors, so our team has been working diligently to deliver!
 
Read More

Topics: Feature Releases

10 Operations Tips You Can Start to Implement Right Now

March 15, 2019 By: Lucy Robeson, CFP®

Improving Your Business Through Operations

Read More

Topics: Practice Management

New Feature Release: Payment Descriptions

March 13, 2019 By: Mary Moore

At AdvicePay, we realize that compliance has to be a top priority for financial advisors. In fact, besides being efficient and secure, our system is built to be a compliant billing and payment solution for fee-for-service financial planning.

So, when regulators came to us requesting an enhanced feature, we were able to make the change to our system right away to keep our users compliant with their request. That's the beauty of focusing on our niche -- we're all about serving financial advisors. Period. And we're proud of that.

Here's a quick overview of what's new!

Read More

Topics: Feature Releases

February Release Notes

March 04, 2019 By: Erika Madden | Happiness Hero

Ahhh, February -- the month of love! This month, our team gave some love to our eSignature features (lots of new stuff there), AdvicePay’s shiny new integration abilities with Quickbooks and other accounting software (boom), and Client Email Control settings -- to name a few.

Read More

Topics: Release Notes

How to Be AdvicePay Happy: Overdue Invoice Reminders

February 27, 2019 By: Erika Madden | Happiness Hero

Hi there! Erika here, your AdvicePay Happiness Hero. I’m coming to you today to alleviate your very next non-burrito-related episode of heartburn due to...overdue invoices!

Read More

Topics: User Experience