AdvicePay Fee-Based Planning Blog

March 2019 Release Notes

April 01, 2019 By: Erika Madden

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...

Read More

Topics: Release Notes

February Release Notes

March 04, 2019 By: Erika Madden

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...

Read More

Topics: Release Notes

January 2019 Release Notes

February 04, 2019 By: Erika Madden

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

Read More

Topics: Release Notes

2018 Year in review

January 25, 2019 By: Alan Moore, MS, CFP®

2018 Highlights

Read More

Topics: Release Notes

December 2018 Release Notes

January 03, 2019 By: AdvicePay

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...

Read More

Topics: Release Notes

November 2018 release notes

December 06, 2018 By: AdvicePay

In November, we delivered on one of our most often requested feature adds: eSignature integration! Yep, we did it. All of that, and a bit more.

(We're not folks to brag, but our developers are pretty much rock stars.)

The rest of the team has been...

Read More

Topics: Release Notes

October 2018 release notes

November 01, 2018 By: AdvicePay

It's been a busy month at AdvicePay! Perhaps fueled by the early and ongoing purchase of Halloween candy, our team has been working like crazy to bring you enhanced features and customization tools. We're happy to share that many of these have been...

Read More

Topics: Release Notes

September 2018 release notes

October 01, 2018 By: AdvicePay

Features & Fixes

  • Database Conversion
  • Invoice Data Added to ACH Payment Failure Refund Transactions
  • Customer Email Sync with Stripe
  • Removed Extra 'Here' in Failed Payment Email Notification
  • Payout Display Bug Fix
Read More

Topics: Release Notes

August release notes

September 04, 2018 By: AdvicePay

What We’re Most Excited About

Read More

Topics: Release Notes

July Release Notes

August 01, 2018 By: AdvicePay

July Release Notes Summary

What We’re Most Excited About:

Read More

Topics: Release Notes