Financial Advisers Save Time and Improve Compliance
We’re former financial advisers who developed a solution for the unreasonable requirements to provide advice
Why Us
- A digital client engagement tool that helps you pass your audit.
- Reducing compliance problems and increasing the speed of advice is important for a sustainable business.
- We give you a step by step process to ensure your piece of advice is developed quickly and professionally.
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.
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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 in line with FASEA and ASIC requirements
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
Experience Specialist
Latest News
Services
$
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
In Beta
- Guided research strategy development
- Guided advice strategy development
- Insurance quote guide output
- Investment recommendation output
- Paraplanning team summary output
- Services marketplace (coming soon)
Support User
$ 120 /month
+ GST Per User
- Add team members to your adviser portal so they can save help save you even more time!