AdvicePay Financial Advisor Community Blog

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 logging in and also completely redesign the client payment flow. Check out all the details below to see exactly what your clients experience in AdvicePay.

Recent Update! This Feature Release Has NEW Enhancements

You can now offer your clients even MORE payment options. ALL payments can now be paid without your client having to create an AdvicePay account. Your clients can now pay their subscription and one-time invoices via credit card or ACH without having to login. 

Read the full blog post below to get all the details.

Mary - One Time Payment

 

 

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Topics: Feature Releases

Feature Release: Ch-Ch-Changes to AdvicePay Plans

May 22, 2019 By: Mary Moore
New Plan - Feature Release

 

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Topics: Feature Releases

Feature Release: Smarter Settings

May 03, 2019 By: Mary Moore
AdvicePay New Settings Feature - 52

 

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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

 

Feature Release_ eSignature Enhancements

 

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