Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Inactive Clients: Added a new button to the inactive client error modal when attempting to mark as inactive from the Clients list view. The advisor can now click “View Client Profile” which will redirect them to the client’s profile, to quickly view what is preventing that client from being marked as inactive.
2. Minor internal changes.
The next AdvicePay release is scheduled for 9/3/2025
Posted Aug 27, 2025 - 20:09 MDT
This scheduled maintenance affected: Release Notes.