AdvicePay Financial Advisor Blog

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

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