Free Digital Fact Find Offer
14 May, 2021
Digital service provider, Advice Revolution, is offering a free mini fact find package in its quest to encourage more advisers to adopt its integrated digital fact find services.
As featured in
Advice Revolution empowers you to manage your whole fact finding process efficiently, freeing up time to focus on clients and grow your financial advice business.
Why choose Advice Revolution?
Easy
Getting clients to give you information has never been easier
- Simple, intuitive and client-friendly design
- Works on any type of device
- Start your client conversations in the right way
- Simple, intuitive and client-friendly design
- Works on any type of device
- Start your client conversations in the right way
Integrated
Save time and money by avoiding double-entry of client data
- Send client data straight into your CRM
- Don’t ask questions that you already have the answer to
- Customise wording according to your business’ needs and preferences
- Send client data straight into your CRM
- Don’t ask questions that you already have the answer to
- Customise wording according to your business’ needs and preferences
Compliant
Tick all the right legal boxes and know that you’re covering all bases
- Our tools are tailored to your licensee requirements
- Smart checklists will guide the information you collect and the steps you need to follow
- We make goal discussions and advice scoping enjoyable for your clients
- Our tools are tailored to your licensee requirements
- Smart checklists will guide the information you collect and the steps you need to follow
- We make goal discussions and advice scoping enjoyable for your clients
By advisers,
for advisers
Who are we
Our founders are both former advisers who personally experienced the challenges of delivering advice. We started Advice Revolution to make financial advice easier for your business to deliver and more enjoyable for your clients to experience.
How it works
Client self service
Invite your clients to enter data before or after meetings on any device.
Capture your conversations
Continue your fact finding with a range of flexible modules that adapt to your meeting structure.
Complete the fact find
Finalise your fact find for a clean handover to your paraplanner
All data synced with your advice CRM
"Just a short note to say I have not felt this good about financial advice technology ever!!!!, and I am very excited to see what the future holds.
I'm thoroughly impressed with the work you've done in regards to the Xplan integration, the pushbacks that I've had in the past have now been abolished through the use of advice revolution.
Thank you for reassuring me on what technology is supposed to be like."
I'm thoroughly impressed with the work you've done in regards to the Xplan integration, the pushbacks that I've had in the past have now been abolished through the use of advice revolution.
Thank you for reassuring me on what technology is supposed to be like."
Damon Inness
Astute Brisbane Central
Alliance Wealth (Centrepoint Alliance)
Alliance Wealth (Centrepoint Alliance)
What people are saying
about us
"The Advice Board is a game-changer for meetings. Clients are able to visualise the way I understand their situation and have a higher level of engagement enabling me to capture better information. It's a big step forwards from paper and works great face to face or via virtual meetings."
Latest News
Is your onboarding process turning off clients?
11 May, 2021
In their attempts to streamline the initial fact-find process, many advisers may be losing valuable prospective clients, a technology expert has said.
Centrepoint Alliance extends adviser technology platform with Advice Revolution
17 March, 2021
Following strong feedback from within their adviser community, Centrepoint has announced the integration of Advice Revolution into their proprietary version of Xplan
Advisers who want to capture information before meetings
FREE
Everything you get with Mini:
White label with Practice branding
Unlimited Mini Fact Find clients
Mobile optimised
Secure single use links
Document summary
Configurable questions and answers
Advisers who want to capture information before meetings and integrate with their CRM
$89
per Adviser per month (ex gst)
Everything in Mini, and:
Integrations
Detailed asset and debt fields
Shareable Mini Fact Find link
Advisers who want a complete digital fact finding solution integrated with their CRM
$299
per Adviser per month (ex gst)
Everything in Plus, and:
Complete Fact Find
Customizable forms
Goals and Scoping modules
Document production
Client portal
Digital advice board
File notes
