AdvicePay Financial Advisor Community Blog

May 2021 Release Notes

June 02, 2021 By: Lana Dalton

Welcome to May’s release notes! This past development cycle, our team continued to make helpful additions to our new Enterprise-level Deliverables feature. Some smaller improvements you may also notice include better client searchability within...

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April 2021 Release Notes

May 04, 2021 By: Lana Dalton

April showers bring...Salesforce additions, Deliverable for Enterprise, and a multitude of other feature enhancements! That’s how it goes, right? 

Check out our full roundup of everything new in AdvicePay and get a sneak peek at what is just around...

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March 2021 Release Notes

April 05, 2021 By: Lana Dalton

In this month’s release notes, we are bringing you an exciting update: you can now export your client list with your client’s information and attributes. Read more about this and other AdvicePay improvements in our release notes below (plus, if you...

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February 2021 Release Notes

March 03, 2021 By: Lana Dalton

Here at AdvicePay, we are all about making your processes more efficient! That is why this past month, we released a new integration with Salesforce/XLR8. This integration will help your firm operate more efficiently, allowing you to centralize...

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January 2021 Release Notes

February 03, 2021 By: Lana Dalton

Welcome to the first release notes of 2021! This past month we expanded our eSignature functionality by adding one of your most often requested features -- an integration with DocuSign.

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December 2020 Release Notes

January 06, 2021 By: Erika Madden

2020 was a year filled with change, challenges, and adaptation. Let's celebrate putting a bookend to last year with our December 2020 Release Notes! This past month, we released a new integration and also worked on some small but sweet updates in the...

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November 2020 Release Notes

December 02, 2020 By: Erika Madden

This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around...

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October 2020 Release Notes

November 04, 2020 By: Erika Madden

It's a new month, which means we have another round of product updates and bug fixes for you! In addition to a new integration for our Enterprise users, we also added the ability for you select multiple descriptions of services on a single invoice or...

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September 2020 Release Notes

October 02, 2020 By: Erika Madden

In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October...

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August 2020 Release Notes

September 09, 2020 By: Erika Madden

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...

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Topics: Release Notes