"One of most frustrating things is the back and forth between a paraplanner and adviser. The Advice Revolution helps capture all information needed to avoid this and hence make the advice process not only more efficient but also more compliant."

"Advisers are screaming out for tools to help drive efficiencies in their business and bring down the ever-increasing costs to provide sound advice. On top of this, the compliance burden for an Adviser has grown exponentially and is severely impacting the client experience. Advice Revolution works because it provides a compliant, efficient and engaging experience for all involved - the client, the adviser, the auditor. Advisers can now access a flexible platform to finally help streamline their advice process."