AdvicePay Financial Advisor Community Blog

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 features there), and knocked out a long list of minor fixes and system enhancements. 

 

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 out a TON of other features and bug fixes that are sure to streamline your workflows. Check it all out below. 

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 professional and enterprise accounts. 

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 mobile-optimized payment flows for clients.  

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.

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

 

 

2018 Highlights

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!