AdvicePay Financial Advisor Community Blog

Fee Increase Success: Cumbie Advisory Services, Inc.

October 22, 2019 By: Honor Randall

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year....

Read More

Topics: Practice Management, User Experience

Behind The Scenes: What Happens When You Report an Issue to AdvicePay?

October 07, 2019 By: Isaac Noda

 

Why do issues happen in the first place?

In the engineering world, we have a parody of the classic “99 Bottles of Beer” song: “99 little bugs in the code, 99 little bugs in the code. Take one down, patch it around, 117 little bugs in the code!”

Read More

Topics: User Experience

eSignature Best Practices

August 30, 2019 By: John Bodnar

Many advisors can be reluctant to transition to electronic signatures -- nothing is as satisfying as scribbling your signature at the end of a document. However, making the transition to electronic signatures increases your efficiency, streamlines...

Read More

Topics: User Experience

Success Stories: Mason & Associates, LLC

August 09, 2019 By: Lucy Robeson, CFP®

Mason & Associates, LLC, has ambitious plans to redefine the financial planning industry, client by client. They are an independent financial planning firm located in Newport News, Virginia. 

Read More

Topics: User Experience

When Will You Get Paid? 5 Q&As About Your Money

May 10, 2019 By: Erika Madden | Happiness Hero

Money, Money, Money, Mon-ney…MonEY!

Read More

Topics: User Experience

How AdvicePay Solved Common eSignature Issues

April 19, 2019 By: Mary Moore

Many financial advisors have successfully adopted using digital signature functionality with their clients, others have never even considered it, and some have simply tried it and given up. Using digital signature has become a huge time-saving piece...

Read More

Topics: User Experience

How to Be AdvicePay Happy: eSignature Integration

April 10, 2019 By: Erika Madden | Happiness Hero

Erika here again, your AdvicePay Happiness Hero. Today, I am here to talk to you about our eSignature integration. 

Read More

Topics: User Experience

How Electronic Signatures Can Improve Your Efficiency (Even More Than You Might Think)

March 28, 2019 By: Lucy Robeson, CFP®

Many advisors have already adopted electronic document signature tools for their practice to some degree, and this has been a huge win for accuracy and convenience when it comes to processing agreements. Chasing paper agreements (and paper checks) can...

Read More

Topics: Practice Management, User Experience

How to Be AdvicePay Happy: Overdue Invoice Reminders

February 27, 2019 By: Erika Madden | Happiness Hero

Hi there! Erika here, your AdvicePay Happiness Hero. I’m coming to you today to alleviate your very next non-burrito-related episode of heartburn due to...overdue invoices!

Read More

Topics: User Experience

How to Get the Most Out of AdvicePay’s New Accounting Software Integration

February 13, 2019 By: Lucy Robeson, CFP®

We recently announced our new accounting software integration, via the Business Importer (B-Importer) tool. This has been our most requested feature, and we’re very excited it’s here!

Read More

Topics: Feature Releases, User Experience