Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. eSign: Firms now have the ability to restrict the option to “Edit and Send” eSign documents, which is currently enabled for Enterprises integrated with Docusign. The new setting can be found in Firm Settings → eSignature → "Enable Edit & Send Document”. For firms currently integrated with Docusign the new setting defaults to “On”, which means no change to the advisor experience upon release. 2. Approvals: Approvals that are created due to a fee change are now displayed in the Approvals table and reports with the type “Fee Change”.
The next AdvicePay release is schedule for 01/07/2026.
Posted Dec 17, 2025 - 22:29 MST
This scheduled maintenance affected: Release Notes.