AdvicePay Financial Advisor Community Blog

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...

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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,...

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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...

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Topics: Feature Releases

Epic Email Enhancements in AdvicePay

December 20, 2018 By: Erika Madden

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...

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Topics: Feature Releases