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Helen Thom brings over 20 years of experience in the financial advice industry and advice software market to the Advice Revolution team as its new head of sales.

Businesses are struggling with the burden of fulfilling ASIC’s ‘know your client’ obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to 8 Weeks for 100 clients to move from one licensee to another.

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.

Digital service provider, Advice Revolution, is offering a free mini fact find package in its quest to encourage more advisers to adopt its integrated digital fact find services.

In their attempts to streamline the initial fact-find process, many advisers may be losing valuable prospective clients, a technology expert has said.

Following strong feedback from within their adviser community, Centrepoint has announced the integration of Advice Revolution into their proprietary version of Xplan