How to adopt a client portal and deliver advice faster
In partnership with
Date: 8th December 2022
Time: 12:00 pm AEDT
About Advice Revolution
We provide advice businesses with insanely simple fact-finding and client engagement tools that help streamline and scale advice businesses, and improve the client experience.
With a market-leading XPLAN integration, we have helped advice businesses from over 30 licensees to reduce the time and cost of delivering financial services by allowing client data to flow freely between their business systems.
For more information about us, head to advicerevolution.com.au