Digital Client Engagement and Fact Finding

We’re former financial advisers who developed a solution to reduce the cost to deliver advice and make compliance easy for the adviser

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Why Us

What are people saying about Advice Revolution

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

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.

How it Works

We simplify complexity, providing a flexible platform to help an adviser to move through the advice process efficiently.

Step 1

We developed a Fact Find to help advisers comply with their ASIC and FASEA obligations

Step 2

You give part of it to your clients to fill out

Step 3

You work with your client to complete the remainder

Step 4

You provide the strategy to your internal or external paraplanning team

Step 5

We provide all file notes and records to you for audit time

Works With Your
Existing Workflow

Advice Revolution is designed to work within your existing technology ecosystem so you can get all the improvements in efficiency without the pain of changing systems

What We Can Do for You

Effective and Compliant Process

The structured fact-finding improves efficiency and consistency, whilst reducing errors in the advice process. The completeness of your file will stand up against even the most demanding audit.

Cut Adviser Time in Half

Reduces adviser time down to 4 – 8 hours depending on the scope of advice. Removes frustration for advisers, so they can do more of what they love: interacting with clients and truly adding value to the business.

Enhanced client experience

With a responsive online portal, compelling client documentation and faster advice service, you can deliver the modern experience your clients expect.

About Us

Advice Revolution started as a support business to a new Financial Advice Practice we were creating. The initial intent was to run the optimal financial planning business model.

From the start we dreamt of an optimised financial planning tech stack to make advice efficient, compliant and a great experience. When we got to joining the parts together, it quickly became apparent that most problems and inefficiencies in the advice process stemmed from bad data from the start of the process (the Fact Find). So we started to focus more on that stage.

All of a sudden computer code started to be written. We’d become a software business by focusing on solving the problems in an advice business.

Meet Our Team

Shaun Green

Director of Partnerships

Adrian Patty

Director of Innovation

Art Gatbonton

Project Manager

Michael Back

Client and Adviser
Experience Specialist

Latest News

Services

Adviser Core

$ 250 /month

+ GST Per Adviser

Mini Fact Finding
Discovery - Guided goals and advice scoping
Advice proposal module
Needs and Preferences - Guided product and strategy discussion
Client Details - a complete suite of fact-find modules
Mobile friendly adviser portal
Client engagement documents
Advice Team documents
Audit documents
Guided compliant file noting
Sales dashboard
Adviser education delivery
Client fact find portal (White labelled)
Services Marketplace (Coming Soon)
Help Center

client review

In Beta

Changes - client or adviser led
Guided review meeting preparation
Guided review file noting
Client review engagement documents
Review compliance records
Services marketplace (coming soon)

Research and Strategy