AdvicePay Financial Advisor Community Blog

New Feature Release: Deliverables for Enterprise

April 07, 2021 By: Mary Moore

From the very start, we built AdvicePay to address the unique compliance issues enterprises face when utilizing a fee-for-service model as part of their business. Operationalizing and scaling a large volume of recurring financial planning fees can be...

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Topics: Feature Releases

Announcing the AdvicePay and Salesforce Integration

February 18, 2021 By: Erika Madden

We are thrilled to announce that AdvicePay is now integrated with Salesforce, one of the most popular CRM systems in the financial services industry.  

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Topics: Feature Releases, Integrations

Announcing the AdvicePay and DocuSign Integration

January 29, 2021 By: Erika Madden

At AdvicePay, we are continually working to build new features and integrations that streamline your workflows, free up your time, and simplify the process for your clients. That's why we are excited to announce our newest integration with DocuSign!...

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Topics: Feature Releases, Integrations

Announcing the AdvicePay And PreciseFP Integration

December 08, 2020 By: Mary Moore

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

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Topics: Feature Releases

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, Integrations

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