AdvicePay Financial Advisor Community Blog

September 2019 Release Notes

October 04, 2019 By: Erika Madden | Happiness Hero

 

We're officially beyond a full week into fall and it is time to take stock of all that happened this past month. We launched several improvements, new features, and even an integration in September. 

Scan our full blog post below get info on all of...

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Topics: Release Notes

New Feature Release: Redesigned Client Portal

September 26, 2019 By: Mary Moore

After months of hard work, we are excited to announce we have completely redesigned the client portal in AdvicePay — and it is better than ever!

We have made it easier for your clients to manage eSignature contracts, make payments, manage past...

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Topics: Feature Releases

New Tech on the Block

September 23, 2019 By: Honor Randall

I’m a self-proclaimed raving fan of ‘80s and ‘90s television. Thanks to the modern era, many of the shows I vaguely remember in the background of my childhood have become staples in my household. I laugh as I stream “Cheers”, the ‘80s bar comedy, and...

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Topics: Practice Management

Announcing the AdvicePay and Wealthbox Integration

September 18, 2019 By: Mary Moore

At AdvicePay, it is our goal to streamline your existing processes, make your workflows more efficient, and make sure you are giving your clients the best experience possible. With our new integration with Wealthbox, we have taken that goal to the...

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Topics: Feature Releases

New Feature Release: Subscription Management

September 16, 2019 By: Mary Moore

At AdvicePay, we realize that efficiency matters, to both you and your clients. That is why we have made managing your subscriptions effortless!

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Topics: Feature Releases

August Release Notes 2019

September 04, 2019 By: Erika Madden | Happiness Hero

It's a new month, which means we have another roundup of release notes for you! From a redesigned client wallet, to a new invoices page, this past month we've been full steam ahead with adding new features. 

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Topics: Release Notes

eSignature Best Practices

August 30, 2019 By: John Bodnar

Many advisors can be reluctant to transition to electronic signatures -- nothing is as satisfying as scribbling your signature at the end of a document. However, making the transition to electronic signatures increases your efficiency, streamlines...

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Topics: User Experience

How You Provide Value

August 23, 2019 By: Honor Randall

Whether serving younger generations through the fee-for-service model is your core business or you’re diving in for the first time, you’ve likely noticed a shift in the industry to include this model as a growing part of financial practices. As this...

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Topics: Practice Management

AdvicePay Team Member Spotlight: Isaac

August 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 Isaac Noda,...

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Topics: AdvicePay Culture

New Feature Release: Invoice Filtering and Exporting

August 15, 2019 By: Mary Moore

Some of our best ideas for system improvements and enhancements have come from AdvicePay users (we're pretty proud of that!) and today's feature release isn't any different. Based on feedback from our users, we have been able to make our invoices page...

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Topics: Feature Releases