AdvicePay Financial Advisor Community Blog

How to Be AdvicePay Happy: Overdue Invoice Reminders

February 27, 2019 By: Erika Madden

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!

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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!

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Topics: Feature Releases, User Experience

How to be AdvicePay Happy: Client Payments

February 11, 2019 By: Erika Madden

Hi there! Erika here. :) I’m the Happiness Hero for AdvicePay -- which means that I’m here for any and all questions about the AdvicePay system. Consider me your personal consultant on how to get most out of our amazing tool!

Thanks to some smart...

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Topics: User Experience

Does My Client Have to Approve Their Ongoing Payment Each Time?

January 30, 2019 By: Lucy Robeson, CFP®

AdvicePay Lets You Charge on a Subscription Basis

One of the major advantages of AdvicePay is its subscription payment functionality. In fact, AdvicePay was created, designed, and built specifically to provide financial planners with a compliant...

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Topics: Practice Management, User Experience