AdvicePay Financial Advisor Community Blog

August 2020 Release Notes

September 09, 2020 By: Erika Madden | Happiness Hero

This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list. 

Check out our...

Read More

Topics: Release Notes

July 2020 Release Notes

August 06, 2020 By: Erika Madden | Happiness Hero

Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a...

Read More

Topics: Release Notes

June 2020 Release Notes

July 06, 2020 By: Erika Madden | Happiness Hero

Last month, we spent a lot of time making updates to our eSignature functionality. You will also be excited to learn that we pushed a bunch of bug fixes and other product updates live.

Check out our release notes below to get the scoop on everything...

Read More

Topics: Release Notes

May 2020 Release Notes

June 04, 2020 By: Erika Madden | Happiness Hero

From eSignature updates to digital wallet payments, our team has been working full steam ahead to deliver some amazing updates to AdvicePay.

Check out our release notes below to get an overview of everything new and a sneak peek at what is just around...

Read More

Topics: Release Notes

April 2020 Release Notes

May 11, 2020 By: Erika Madden | Happiness Hero

April showered AdvicePay with bug fixes, eSignature upgrades, and an exciting new enterprise feature -- Offices. Check out our release notes below to get all the details. 

Read More

Topics: Release Notes

March 2020 Release Notes

April 08, 2020 By: Erika Madden | Happiness Hero

Before we jump in to cover everything new in AdvicePay, we want to be sure to take a moment to acknowledge the COVID-19 situation. The AdvicePay team is able to work remotely during this time, which allows us to prioritize our health and safety while...

Read More

Topics: Release Notes

February 2020 Release Notes

March 12, 2020 By: Erika Madden | Happiness Hero

We started our spring cleaning early this year! This past month we focused our efforts on squashing bugs and adding some often requested features to our eSignature integration.

Read More

Topics: Release Notes

January 2020 Release Notes

February 06, 2020 By: Erika Madden | Happiness Hero

In celebration of the new year, we checked off some resolutions that are sure to increase your efficiency -- like adding custom disclosure language to emails. Check out our release notes below to get an overview of everything that is new in AdvicePay.

Read More

Topics: Release Notes

December 2019 Release Notes

January 08, 2020 By: Erika Madden | Happiness Hero

We’re already a full week into January and what better way is there to kick off the new year then reflect on everything that happened this past month? In December, we knocked out one of your most requested features -- increased firm logo size on...

Read More

Topics: Release Notes

November 2019 Release Notes

December 04, 2019 By: Erika Madden | Happiness Hero

This November, we had a lot to be thankful for, but we are most thankful for the release of an exciting project: our integration with Redtail CRM! We also made some shiny new upgrades to our business dashboard and worked on a few other tweaks to our...

Read More

Topics: Release Notes