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"
Hub Advisory Group | Alliance Wealth
Who we can help
Advisers who want to save time and
improve their client experience
Are you frustrated by?
We are dedicated to making advice simple again.
The Fact Find Process
More productive meetings
Better client experience
Less Adviser time
More profitable clients
|Unlimited Mini Fact Find clients|
|Secure single use links|
|Document summary for adviser and client|
|Configurable questions and answers|
|Detailed asset and debt fields|
|Shareable Mini Fact Find link|
$89 PER MONTH +GST
No credit card required