Advice Revolution Partners with Worksorted

Fact find fintech Advice Revolution and customer relationship management (CRM) platform Worksorted have integrated their systems, which the firms say will take 30 to 60 minutes of the advice process.

Adrian Patty, Advice Revolution chief technology officer, said: “We have a range of integrations planned that will dramatically reduce the cost to serve and improve the technology experience for financial advisers and clients”.

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I'm ready to save time and improve compliance

I’m ready to save time and improve compliance
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