AdvicePay Financial Advisor Community Blog

How to be AdvicePay Happy: Client Payments

February 11, 2019 By: Erika Madden | Happiness Hero

Hi there! Erika here. :) I’m the Happiness Hero for AdvicePay -- which means that I’m here for any and all questions about the AdvicePay system. Consider me your personal consultant on how to get most out of our amazing tool!

Thanks to some smart questions from our users, I’ve gathered a number of tips and reminders (I call them “HAPPINESS HINTS”) that can make using AdvicePay a breeze.

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Topics: User Experience

Announcing our B-Importer Software Integration

February 06, 2019 By: Mary Moore
Feature Release_ Accounting Integrations (1)

 

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Topics: New Release

Janaury 2019 Release Notes

February 04, 2019 By: Erika Madden | Happiness Hero

It's a cold start to Feburrrrrary! We hope you're keeping warm where you are!

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Topics: Release Notes

Does My Client Have to Approve Their Ongoing Payment Each Time?

January 30, 2019 By: Lucy Robeson, CFP®

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.

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Topics: Practice Management, User Experience

2018 Year in review

January 25, 2019 By: Alan Moore, MS, CFP®

 

A Message from Alan Moore on 2019 -Final

 

2018 Highlights

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Topics: Release Notes

New Feature Release: Subscription & Invoice Screens

January 23, 2019 By: Mary Moore

We're excited to introduce you to our newest feature enhancement: subscription and invoice screens.

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Topics: Feature Releases

New Feature Release: Payment Request Screen

January 10, 2019 By: Mary Moore

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. 

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Topics: Feature Releases

December 2018 Release Notes

January 03, 2019 By: AdvicePay
 

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!
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Topics: Release Notes

Epic Email Enhancements in AdvicePay

December 20, 2018 By: Erika Madden | Happiness Hero

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.
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Topics: Feature Releases

What's Your Whoop-De-Do Level?

December 12, 2018 By: Lucy Robeson, CFP®


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.

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Topics: Practice Management