Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Firm Settings: Split the existing setting allowing advisors to create, edit, and delete clients into two separate settings for more granular control. One setting allows them to create or edit, and the other allows them to delete.
The next AdvicePay release is scheduled for 4/16/2025.
Posted Apr 02, 2025 - 21:26 MDT
This scheduled maintenance affected: Release Notes.