Insanely simple fact-finding and client engagement tools that help you streamline and scale your business.
Both clients and teams love using our tools. Powerful doesn't have to be complex.
Our tools are easy to configure and will fit around the way you currently do things.
Say goodbye to double entry of client data. We send data instantly into your CRM.
Advice Revolution was started by advisers, not propellerheads. We understand the frustration you experience when paying for software that doesn’t truly impact your business.
The good news is that our tools aren’t based on theory, they’ve been proven in practice.
Book a demo and see the difference.
Invite your clients to enter data before or after meetings on any device.
Continue your fact finding with a range of flexible modules that adapt to your meeting structure.
Finalise your fact find for a clean handover to your paraplanner
Following strong feedback from within their adviser community, Centrepoint has announced the integration of Advice Revolution into their proprietary version of Xplan
A whitepaper from HUB24 detailing the need for advice industry participants to collaborate and use standardised data tools
An insight about how the world has shifted and how financial advice can adapt to it. An article by Adrian Patty in Adviser Voice talking more about it
Everything you get with Plus:
White label with Practice branding
Unlimited Mini Fact Find clients
Mobile optimised
New prospect link for automations
Document summary
Configurable questions and answers
Integrations
Everything in Plus, and:
Complete Fact Find
Customizable forms
Goals and Scoping modules
Document production
Client portal
Digital advice board
File notes
Find out more about what we can do for your licensee by emailing shaun@advicerevolution.com.au
