AdvicePay Financial Advisor Community Blog

This month, we have been heads down adding polish to our platform and preparing for a few exciting releases in November. Take a look at what's new in AdvicePay, and get a sneak peek at what is just around the corner.  

We're officially beyond a full week into fall and it is time to take stock of all that happened this past month. We launched several improvements, new features, and even an integration in September. 

Scan our full blog post below get info on all of...

It's a new month, which means we have another roundup of release notes for you! From a redesigned client wallet, to a new invoices page, this past month we've been full steam ahead with adding new features. 

For most, July normally means BBQs, pool days, and fireworks! It also means the release of impressive new features for AdvicePay users. This past month, our team launched our fee calculator, made some exciting upgrades to eSignature (lots of new...

At AdvicePay, we're all about helping you achieve success. So, that's why in June we knocked out one of our most often requested feature adds: clients can now make payments without having to login (insert happy dance here.) Our dev team also knocked...

The rain and snow may have finally slowed down here at the AdvicePay office, but our team has been busy, busy, busy! We released a TON of new features, made changes to our plans and pricing, and even announced that eSignature is now FREE for...

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.

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...

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...

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