AdvicePay Financial Advisor Community Blog

September 2018 release notes

October 01, 2018 By AdvicePay

Features & Fixes

  • Database Conversion
  • Invoice Data Added to ACH Payment Failure Refund Transactions
  • Customer Email Sync with Stripe
  • Removed Extra 'Here' in Failed Payment Email Notification
  • Payout Display Bug Fix


What to Look Forward to:

  • Audit Log
  • eSignatures Launch
  • Improved In-App Help Desk
  • TD Ameritrade Single Sign On


Database Conversion

Our tech team has been working hard behind the scenes to move all user data and features to a different database system! This new database offers higher reliability, consistency, and search-ability so that we can offer more useful features and increased stability. It also allows us to perform more complex queries on your data so that we can offer insights to help you run your business better and understand how your clients are engaging with payments.

We'd Love to Hear from You!

Are there features you’d like to see on AdvicePay? We'd love to hear about them! Drop us an email anytime at

Posted by AdvicePay

Topics: Release Notes