AdvicePay Financial Advisor Community Blog

April 2019 Release Notes

April 30, 2019 By: Erika Madden | Happiness Hero

The days are longer, the nights are warmer, and spring has finally sprung! Our team is pleased to end the winter season with some exciting features and upgrades to your AdvicePay experience.

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March 2019 Release Notes

April 01, 2019 By: Erika Madden | Happiness Hero

March has been a busy month at the (new) AdvicePay office! Our team knocked out some pretty serious upgrades and fixes. Check out our release notes below to read up on how you now have additional client logins, bulk invoice downloads, and mobile-optimized payment flows for clients.  

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February Release Notes

March 04, 2019 By: Erika Madden | Happiness Hero

Ahhh, February -- the month of love! This month, our team gave some love to our eSignature features (lots of new stuff there), AdvicePay’s shiny new integration abilities with Quickbooks and other accounting software (boom), and Client Email Control settings -- to name a few.

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Janaury 2019 Release Notes

February 04, 2019 By: Erika Madden | Happiness Hero

It's a cold start to Feburrrrrary! We hope you're keeping warm where you are!

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Topics: Release Notes

2018 Year in review

January 25, 2019 By: Alan Moore, MS, CFP®

 

 

2018 Highlights

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December 2018 Release Notes

January 03, 2019 By: AdvicePay
 

In December, we launched some pretty serious email upgrades that we're excited to share, and also knocked out a fat stocking's worth of other upgrades and fixes. These small, sweet changes are sure to get your new year started right without compromising your diet resolution. Win-win!


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What we’re most excited about

EMAIL FEATURE UPGRADES

Lots of new email features

  • Redesigned emails
  • Adding additional BCC recipients
  • Use advisor as reply-to contact
  • Add firm logo to client emails
  • Ability to export the email log

 

Other Features & Fixes

    • Upgraded help desk beacons. What's a beacon? Read the Release Notes below.

    • Sort clients alphabetically by last name in tables. Previously, clients were sorted by their first name. You told us that it would be more helpful to sort by last names, and we agreed!
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November 2018 release notes

December 06, 2018 By: AdvicePay
 

In November, we delivered on one of our most often requested feature adds: eSignature integration! Yep, we did it. All of that, and a bit more.

(We're not folks to brag, but our developers are pretty much rock stars.)

The rest of the team has been pitching in, too, getting the word out, answering your questions, and planning for what's next. Take a look!


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What we’re most excited about

ESIGNATURE

You asked for it. We've got it. Now, here's what you can do with it in AdvicePay. 

Description of Services

Customize your description of services to create payment requests quickly. 

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Topics: Release Notes

October 2018 release notes

November 01, 2018 By: AdvicePay
 

It's been a busy month at AdvicePay! Perhaps fueled by the early and ongoing purchase of Halloween candy, our team has been working like crazy to bring you enhanced features and customization tools. We're happy to share that many of these have been completed in response to your feedback! Thank you for helping to make AdvicePay better.


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What we’re most excited about

Audit Log

Now view a "paper trail" of key actions performed in AdvicePay by users connected to your account. 

Turn On/Off Select Client + Advisor Email Notifications

Customize the emails both you and your clients receive by turning off select notifications.

Custom Unpaid Invoice Reminder Interval Settings

Customize when your clients receive their upcoming or overdue invoice reminders.

Add Custom Messages to Client Emails

Say it your way with this new customization feature.

Email Log

Access a real-time, chronological log of relevant system emails sent to clients, users on your account, and yourself.

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Topics: Release Notes

September 2018 release notes

October 01, 2018 By: AdvicePay

Features & Fixes

  • Database Conversion
  • Invoice Data Added to ACH Payment Failure Refund Transactions
  • Customer Email Sync with Stripe
  • Removed Extra 'Here' in Failed Payment Email Notification
  • Payout Display Bug Fix
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Topics: Release Notes

August release notes

September 04, 2018 By: AdvicePay

What We’re Most Excited About

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