AdvicePay Financial Advisor Community Blog

We are excited to announce that AdvicePay has integrated with PreciseFP, a client engagement and data gathering tool.

Are you seeking an easier way to manage clients across all your various systems? Or do you need to differentiate between clients with the same name? Help your firm stay organized by adding unique client profile properties! With our new Client...

AdvicePay makes getting paid for your financial advice easy and convenient — for you, and your clients. So, today we are excited to announce our latest feature — digital wallet payments. This new feature provides your clients with more options to pay ...

As your company grows, we know that it’s even more important to stay organized and to increase efficiency. That’s why we’ve spent the last few months working on Offices in AdvicePay. Offices allow you to group your advisors the way you see fit, all...

We’ve accomplished a lot together in 2019. For our team, it was all about you — our amazing community of advisors. That is why in 2019, we launched almost 100 new features, and we could not have done it without YOU! That’s right, most of our features...

We are excited to announce that AdvicePay has integrated with Redtail CRM, a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

We are thrilled to be releasing our newest feature release -- auto fee escalation. That's right, we have added the ability for you to effortlessly (and compliantly) increase your client's subscription fee each year by adding an automatic fee...

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...

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...

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