Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Unregistered Advisors: Home Office and Account Owners can now edit the email of an unregistered advisor. 2. Deliverables: We’ve fixed an issue where a deliverable could not be completed due to a voided agreement. 3. Invoices: We’ve fixed a bug preventing some clients from previewing invoices with fee calculations before paying. 4. API/SSO: API users can now deep link into an engagement creation flow with a specific engagement workflow pre-selected.
The next AdvicePay release is scheduled for 12/18/2024.
Posted Dec 11, 2024 - 22:01 MST
This scheduled maintenance affected: Release Notes.