AdvicePay Financial Advisor Community Blog

September 2021 Release Notes

October 07, 2021 By Mary Moore
Mary Moore

You may have noticed that we didn’t have any release notes last month! This is because our Engineering team had their heads down performing some code wizardry to deliver some BIG enhancements to our Enterprise platform. (We didn’t want to spoil the surprise!) 

With that, we’re stoked to share our September Release Notes with you, featuring our biggest new feature, a few fixes, and more. Let’s dive in! 


What we're most excited about 🎉

Enterprise Enhancements

If you’ve been with us even just a little while, you know by now that here at AdvicePay we’re all about making managing the many process components of fee-for-service financial planning as simple and intuitive as possible! 

Now, if you’re an Enterprise customer, all of the core functions available within the AdvicePay platform -- invoicing, document eSignatures, approvals, and deliverables -- can be bundled together in fully customizable and automated sequences that make providing and overseeing fee-for-service financial planning both fast and compliant.

By setting up just a couple of simple workflows, your firm can hand off all the manual tasks involved in obtaining signatures, billing, and/or oversight to us.

We'll automatically move the pieces of a client's engagement with your firm through each step you require -- from the moment a document and/or invoice is created by an advisor to the post-payment period when you need to collect and store deliverables while the client is receiving services.

invoice automation

deliverable automation

Interested in learning more about these enhancements to our Enterprise platform? We got you! Watch our 1-minute video overview here


Other Features & Bug Fixes

  • Direct clients to sign instead of sending an overdue invoice reminder
  • Upgraded copy for Essential users trying to access advanced features
  • Pre-populated rep code on request payment flow
  • Added agreement ID to subscription transactions on public API
  • Allowed updating of email fields on public API for advisors and admins
  • Added external engagement ID to transaction report
  • Added engagement ID to transfers endpoint
  • Implemented update and delete operations for admins on public API
  • Cleaned up engagements if all associated records have been deleted
  • Database server update 
  • Updated Axios library to resolve new vulnerability

Before you go:

Have a feature you'd like to see?

Visit our idea submission page on our website anytime to share your thoughts with our team!

Made with love in Montana



Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Release Notes