AdvicePay Financial Advisor Community Blog

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...

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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.

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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.

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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...

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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...

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October Release Notes

November 01, 2019 By: Erika Madden | Happiness Hero

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.  

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September 2019 Release Notes

October 04, 2019 By: Erika Madden | Happiness Hero

 

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...

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August Release Notes 2019

September 04, 2019 By: Erika Madden | Happiness Hero

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. 

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July 2019 Release Notes

August 05, 2019 By: Erika Madden | Happiness Hero

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...

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June 2019 Release Notes

July 01, 2019 By: Erika Madden | Happiness Hero

 

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...

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Topics: Release Notes