Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Improved Onboarding for Self-Pay Advisors: Enterprise self-pay advisors will now enjoy a streamlined onboarding experience with fewer pages. 2. MFA Registration for Self-Pay Advisors: Automatically prompts enterprise self-pay advisors to set up required MFA after completing onboarding. 3. Updated “Sign in with Google” Button: Displays the most up-to-date button for signing in with a Google account. 4. Retry Failed ACH Payments: Ensures clients can retry failed payments for subscriptions created prior to the new client payment experience. 5. SSO Settings: Fixes an issue that prevented some admin users from modifying SSO settings. 6. Advisor Invite Links: Ensures advisor registration links are created correctly when firms disable AdvicePay’s advisor invitation emails. 7. Estimated Payout Totals: Upcoming payout amounts now reflect refunds in the total amount displayed. 8. Reported Upcoming Bill Dates: Fixes an issue where some upcoming subscription bill dates were not populating correctly in the client export. 9. Client Documents: Ensure clients can view documents in their client portal. 10. Adding Users via API: Requires developers using the API to create Users to pass through External IDs (clientID and advisorID) if they are required fields.
Posted Apr 03, 2024 - 22:22 MDT
This scheduled maintenance affected: Release Notes.