Hub24: ‘Whole data’ sharing key to affordable advice provision
15 January, 2021
A whitepaper from HUB24 detailing the need for advice industry participants to collaborate and use standardised data tools
As featured in
Advice Revolution empowers you to manage your whole fact finding process efficiently, freeing up time to focus on clients and grow your financial advice business.
Why choose Advice Revolution?
Easy
Getting clients to give you information has never been easier
- Simple, intuitive and client-friendly design
- Works on any type of device
- Start your client conversations in the right way
- Simple, intuitive and client-friendly design
- Works on any type of device
- Start your client conversations in the right way
Integrated
Save time and money by avoiding double-entry of client data
- Send client data straight into your CRM
- Don’t ask questions that you already have the answer to
- Customise wording according to your business’ needs and preferences
- Send client data straight into your CRM
- Don’t ask questions that you already have the answer to
- Customise wording according to your business’ needs and preferences
Compliant
Tick all the right legal boxes and know that you’re covering all bases
- Our tools are tailored to your licensee requirements
- Smart checklists will guide the information you collect and the steps you need to follow
- We make goal discussions and advice scoping enjoyable for your clients
- Our tools are tailored to your licensee requirements
- Smart checklists will guide the information you collect and the steps you need to follow
- We make goal discussions and advice scoping enjoyable for your clients
By advisers,
for advisers
Who are we
Our founders are both former advisers who personally experienced the challenges of delivering advice. We started Advice Revolution to make financial advice easier for your business to deliver and more enjoyable for your clients to experience.
How it works
Client self service
Invite your clients to enter data before or after meetings on any device.
Capture your conversations
Continue your fact finding with a range of flexible modules that adapt to your meeting structure.
Complete the fact find
Finalise your fact find for a clean handover to your paraplanner
All data synced with your advice CRM
"Just a short note to say I have not felt this good about financial advice technology ever!!!!, and I am very excited to see what the future holds.
I'm thoroughly impressed with the work you've done in regards to the Xplan integration, the pushbacks that I've had in the past have now been abolished through the use of advice revolution.
Thank you for reassuring me on what technology is supposed to be like."
I'm thoroughly impressed with the work you've done in regards to the Xplan integration, the pushbacks that I've had in the past have now been abolished through the use of advice revolution.
Thank you for reassuring me on what technology is supposed to be like."
Damon Inness
Astute Brisbane Central
Alliance Wealth (Centrepoint Alliance)
Alliance Wealth (Centrepoint Alliance)
What people are saying
about us
"One of most frustrating things is the back and forth between a paraplanner and adviser. The Advice Revolution helps capture all information needed to avoid this and hence make the advice process not only more efficient but also more compliant."
"Advisers are screaming out for tools to help drive efficiencies in their business and bring down the ever-increasing costs to provide sound advice. On top of this, the compliance burden for an Adviser has grown exponentially and is severely impacting the client experience.
Advice Revolution works because it provides a compliant, efficient and engaging experience for all involved - the client, the adviser, the auditor. Advisers can now access a flexible platform to finally help streamline their advice process."
Latest News
The turning point for financial advice in Australia
21 April, 2020
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
XY Adviser 2020 Podcast
2 March, 2020
Shaun Green talks about solving the compliance problem of advice with technology in one of XY Adviser’s social event.
Advisers who want to capture information before meetings
FREE
Everything you get with Mini:
White label with Practice branding
Unlimited Mini Fact Find clients
Mobile optimised
Secure single use links
Document summary
Configurable questions and answers
Advisers who want to capture information before meetings and integrate with their CRM
$89
per Adviser per month (ex gst)
Everything in Mini, and:
Integrations
Detailed asset and debt fields
Advisers who want a complete digital fact finding solution integrated with their CRM
$299
per Adviser per month (ex gst)
Everything in Plus, and:
Complete Fact Find
Customizable forms
Goals and Scoping modules
Document production
Client portal
Digital advice board
File notes
