Digital Client Engagement and Fact Finding

We’re former financial advisers who developed a solution to reduce the cost to deliver advice and make compliance easy for the adviser

Or register for a free trial!

Why Us

What are people saying about Advice Revolution

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 to help advisers comply with their ASIC and FASEA obligations

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

Latest News

XY Adviser 2019 Podcast

Watch the podcast as Advice Revolution’s Director of Partnerships, Shaun Green, talks in XY Adviser social group about optimising the output of an adviser

Read More


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 help save you even more time!

Join the Revolution

I’m ready to save time and improve compliance
Scroll to Top