AdvicePay Financial Advisor Community Blog

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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May Release Notes 2019

June 03, 2019 By: Erika Madden | Happiness Hero

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...

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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...

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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...

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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