AdvicePay Fee-Based Planning Blog

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...

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.

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 escalation!

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 invoices...

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 next...

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

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...

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 correct...

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...

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...