Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Keeping client activities organized works best when every action ties to a clear structure. AdvicePay is phasing out unattached deliverables with a streamlined transitional workflow. Advisors who create a deliverable from the main index page can now place it into a dedicated shell engagement. This temporary option keeps current operations running while preparing for a future where all deliverables link to fully configured engagements. 2. To make helpful information even more accessible, a new interactive icon now resides across every page within the platform. A simple click opens up product updates and announcements, bringing a little extra convenience directly to the workspace. 3. Timely communication keeps financial relationships running smoothly. An update has been applied to automated upcoming invoice reminders to ensure billing notifications stay in perfect harmony. Previously, reminder emails occasionally arrived slightly off-schedule and displayed conflicting timeline details. Reminder notifications now dispatch precisely on the designated lead-time date and feature clear, explicit wording detailing the exact payment date. This improvement ensures clients always know when a transaction will occur, eliminating guesswork and boosting payment transparency for everyone involved.
The next AdvicePay release is scheduled for 10/14/2026.
Posted Sep 30, 2026 - 21:16 MDT
This scheduled maintenance affected: Release Notes.