
Advice Revolution appoints head of sales
Helen Thom brings over 20 years of experience in the financial advice industry and advice software market to the Advice Revolution team as its new head of sales.
Insanely simple fact-finding and client engagement tools that help you streamline and scale your business.
Both clients and teams love using our tools. Powerful doesn't have to be complex.
Our tools are easy to configure and will fit around the way you currently do things.
Say goodbye to double entry of client data. We send data instantly into your CRM.
Advice Revolution was started by advisers, not propellerheads. We understand the frustration you experience when paying for software that doesn’t truly impact your business.
The good news is that our tools aren’t based on theory, they’ve been proven in practice.
Book a demo and see the difference.
Invite your clients to enter data before or after meetings on any device.
Helen Thom brings over 20 years of experience in the financial advice industry and advice software market to the Advice Revolution team as its new head of sales.
Businesses are struggling with the burden of fulfilling ASIC’s ‘know your client’ obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to 8 Weeks for 100 clients to move from one licensee to another.
Fact find fintech Advice Revolution and customer relationship management (CRM) platform Worksorted have integrated their systems, which the firms say will take 30 to 60 minutes of the advice process.
Everything you get with Plus:
White label with Practice branding
Unlimited Mini Fact Find clients
Mobile optimised
New prospect link for automations
Document summary
Configurable questions and answers
Integrations
Everything in Plus, and:
Complete Fact Find
Customizable forms
Goals and Scoping modules
Document production
Client portal
Digital advice board
File notes
Everything in Pro, and:
Client Fact Find Sign Off
Premium user support
Product roadmap engagement
Practice or licensee reporting
Tailored integrations maintenance
Find out more about what we can do for your licensee by emailing shaun@advicerevolution.com.au