Data capture. Solved.

Capture client conversations with ease to drive high impact financial advice.

Advice Revolution empowers you to manage the whole fact finding process efficiently, freeing up time to focus on clients and grow your financial advice business.

Easy

  • All client data organised in one place
  • Intuitive and simple user experience
  • Tailor the fact find to suit client preferences

Fast

  • Smart forms that only show you what’s relevant
  • Prompted answer options to reduce thinking time
  • Secure client portal for self service data entry

Compliant

  • Tailor your conversations for compliance
  • Track fact find completion so you don’t miss anything
  • Validation of data entry to protect data integrity

How it works

Client self service

Invite your clients to a tailored client portal before or after meetings.

Iphone goals 2

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 advice production.

All data synced with your advice CRM

"Just a short note to say 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.

I have not felt this good about financial advice technology ever!!!!, and I am very excited to see what the future holds.

Thank you for reassuring me on what technology is supposed to be like."
Damon Inness
Astute Financial Management

What are people saying
about us

Why do you need it?

Industry change is creating stress and can be overwhelming for many advisers. Advice Revolution
helps you to take control of your workload and engage your clients with ease to deliver
compliant and profitable advice

A mission that matters

In 2020, the time to service clients has doubled and the burden of compliance has increased as a result of the Royal Commission. The importance of data quality to justify best interests duty and that you know your client has never been greater. At the heart of the compliance expectations is best practice advice. But to turn compliance from a liability to an asset, advisers need flexible tools that put them in control. Advice Revolution is building software to deliver exactly that.

Our platform is transforming the way advisers engage clients and capture data. We make providing quality advice fast and easy, simple and compliant. It’s software built by advisers, for advisers.

Meet Our Team

Shaun Green

CEO

Adrian Patty

CTO

Michael Back

User Experience Consultant

Robert Ong

Senior Engineer

Aimee Bohol

Client Services

Art Gatbonton

Project Manager

Latest News

Services

$ 120

per month + GST (Coming Soon)

Access to provide support to multiple advisers
.

No lock-in contracts

I'm ready to save time and improve compliance

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