AdvicePay Financial Advisor Community Blog

Feature Release: Ch-Ch-Changes to AdvicePay Plans

May 22, 2019 By: Mary Moore


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Topics: Feature Releases

Feature Release: Smarter Settings

May 03, 2019 By: Mary Moore


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Topics: Feature Releases

New Feature Release: Client Information Customization

March 20, 2019 By: Mary Moore
We are so excited to share our newest feature enhancements: client information customization. These features have been requested both by clients and advisors, so our team has been working diligently to deliver!
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Topics: Feature Releases

New Feature Release: Payment Descriptions

March 13, 2019 By: Mary Moore

At AdvicePay, we realize that compliance has to be a top priority for financial advisors. In fact, besides being efficient and secure, our system is built to be a compliant billing and payment solution for fee-for-service financial planning.

So, when regulators came to us requesting an enhanced feature, we were able to make the change to our system right away to keep our users compliant with their request. That's the beauty of focusing on our niche -- we're all about serving financial advisors. Period. And we're proud of that.

Here's a quick overview of what's new!

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Topics: Feature Releases

New Feature Release: eSignature Upgrades

February 21, 2019 By: Mary Moore



Why eSignature is better than ever!

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Topics: Feature Releases

New Feature: Client-Side Email Control

February 15, 2019 By: Mary Moore

We're Also in the Relationship Business

At AdvicePay, we view our platform not only as an efficient, compliant, and secure system for helping advisors to get paid (yep to all of that!), but also as a helpful client relationship management tool. So, some of the feature enhancements we prioritize are motivated by supporting your client interactions.

Today's release is one of those, as we give your clients more control of their AdvicePay experience while maintaining the workflow that keeps you efficient and compliant. 

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Topics: Feature Releases

How to Get the Most Out of AdvicePay’s New Accounting Software Integration

February 13, 2019 By: Lucy Robeson, CFP®

We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!

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Topics: Feature Releases, User Experience

New Feature Release: Subscription & Invoice Screens

January 23, 2019 By: Mary Moore

We're excited to introduce you to our newest feature enhancement: subscription and invoice screens.

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Topics: Feature Releases

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