The client portal and digital fact find for financial advice
Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.
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Our market-leading tools play perfectly with your CRM. If you’re ready to make the most of your investment in technology and people, you’ve arrived at the right place.
Does one place to work with your clients sound too good to be true? Check out our new client portal
Why use a client portal?
Advice cost
The cost of advice has risen to over $5,334.64 on average, taking 23.9 hrs per client
Client experience
Over 80% of advisable Australians expect to have an easy, digital way to update their personal information with their adviser
Cyber risk
Sharing client data over email is the biggest cyber risk to your business
Team experience
More than half of advice businesses find that having great technology helps them to recruit and retain top talent
New Client
How it works
New Client
New Client
Share the mini fact find to get the basics before the initial meeting
Share the mini fact find to get the basics before the initial meeting
Ask client to complete and securely sign off the fact find
Review
New Client
Share the mini fact find to get the basics before the initial meeting
Share the mini fact find to get the basics before the initial meeting
Ask client to complete and securely sign off the fact find
All data synced with your advice CRM
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 (Centerpoint Alliance)
Go from this
Complex & time-consuming
To this
Simple & seamless
