AdvicePay Financial Advisor Community Blog

New Feature Release: Client Attributes

May 15, 2020 By: Mary Moore

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...

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Topics: Feature Releases

New Feature Release: Digital Wallet Payments

May 07, 2020 By: Mary Moore

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 ...

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Topics: Feature Releases

New Enterprise Feature: "Offices"

May 01, 2020 By: Mary Moore

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...

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Topics: Feature Releases

2019 Year In Review

December 20, 2019 By: Mary Moore

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...

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Topics: Feature Releases, User Experience

Announcing the AdvicePay and Redtail Integration

November 07, 2019 By: Mary Moore

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.

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Topics: Feature Releases

Feature Release: Auto Fee Escalation

October 17, 2019 By: Mary Moore

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...

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Topics: Feature Releases

New Feature Release: Redesigned Client Portal

September 26, 2019 By: Mary Moore

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...

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Topics: Feature Releases

Announcing the AdvicePay and Wealthbox Integration

September 18, 2019 By: Mary Moore

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...

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Topics: Feature Releases

New Feature Release: Subscription Management

September 16, 2019 By: Mary Moore

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

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Topics: Feature Releases

New Feature Release: Invoice Filtering and Exporting

August 15, 2019 By: Mary Moore

Some of our best ideas for system improvements and enhancements have come from AdvicePay users (we're pretty proud of that!) and today's feature release isn't any different. Based on feedback from our users, we have been able to make our invoices page...

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Topics: Feature Releases