Mini Fact Find

The easiest way for clients
to send their information
ahead of meetings

"Advice Revolution is a game-changer for advice practices in terms of business efficiency"

Gavin Murray

Hub Advisory Group | Alliance Wealth

Who we can help

Advisers who want to save time and
improve their client experience

Are you frustrated by?

Not capturing information
in advance wastes time
and kills the meeting vibe

Sending a PDF is
clunky and clients
don’t fill it out

Your online survey tools
don’t integrate data
into your CRM

Existing tools are
complex and aren’t
mobile friendly

We are dedicated to making
advice simple again.

The Fact Find Process

Benefits

More productive
meetings

Better client
experience

Less Adviser
time

More profitable
clients

Pricing

Unlimited Mini Fact Find clients
Mobile optimised
Secure single use links
Completion notifications
Document summary for adviser and client
Configurable questions and answers
Integrations
Detailed asset and debt fields

MINI

FREE
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  

PLUS

$89 PER MONTH
     +GST
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  

No credit card required

Make advice simple again

Scroll to Top