Fact Finding.
Solved.

We make life easy for you and your clients

Businesses we work with

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."
Damon Inness
Astute Brisbane Central
Alliance Wealth (Centrepoint Alliance)

What people are saying
about us

Latest News

Full Fact Find

From

$150

per month + GST

Our complete client engagement and fact finding solution.

Mini Fact Find Full Fact Find
Mini Fact Find
Xplan Push Integration
Adviser Portal
Client Portal
Completion Dashboards
File Note
Client and Team Document Generation
Advice Board
Configurable Needs and preferences

I'm ready to spend more time with my clients and less time on compliance

Scroll to Top