AdvicePay Financial Advisor Community Blog

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.

Read More

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...

Read More

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...

Read More

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...

Read More

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!

Read More

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...

Read More

Topics: Feature Releases

New Feature Release: eSignature Permissions & Signing Order

August 01, 2019 By: Mary Moore

Getting your client agreement signed and get paid all in one, easy workflow is now EVEN easier! So what's new in eSignature? We have added the ability to create a signing order so that your firm can collect all of the signatures it needs in the...

Read More

Topics: Feature Releases

New Feature Release: Fee Calculator

July 25, 2019 By: Mary Moore

At AdvicePay, we realize that having confidence in how fees are calculated is a top priority for financial advisors. That is why we are so excited to be launching our newest feature -- our fee calculator! This powerful, new tool allows you to easily...

Read More

Topics: Feature Releases

Feature Release: Bulk Importing

July 03, 2019 By: Mary Moore

Ever wanted to upload clients or invoices in bulk to AdvicePay? Now you can with our newest feature release -- bulk client & invoice importing. This has been one of our most requested features, specifically from firms who bill different amounts every...

Read More

Topics: Feature Releases

Feature Release: Client Experience Redesigned

June 05, 2019 By: Mary Moore

We love your clients (almost) as much as you do! At AdvicePay, we are committed to providing a seamless experience not only for you, but also for your clients. That is why we decided to add the option for clients to make one-time payments without...

Read More

Topics: Feature Releases