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.
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
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."
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
Latest News
The turning point for financial advice in Australia
An insight about how the world has shifted and how financial advice can adapt to it. An article by Adrian Patty in Adviser Voice talking more about it
XY Adviser 2020 Podcast
Shaun Green talks about solving the compliance problem of advice with technology in one of XY Adviser’s social event.
Embracing the technology revolution
An in depth interview with Colonial First State discussing what we think about advice technology and our hot tips for advisers.
Services
per month + GST
Our complete client engagement and fact finding solution.
for the 1st
Month
per month + GST (Coming Soon)
Access to provide support to multiple advisers
.
No lock-in contracts
