Fact Finding.
Solved.

We make life easy for you and your clients

Businesses we work with

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

Don’t be constrained by inflexible systems that are expensive to customise

  • All client data organised in one place
  • Intuitive design for instant adoption
  • Configurable with simple settings
  • All client data organised in one place
  • Intuitive design for instant adoption
  • Configurable with simple settings

Fast

Stop wasting time fact finding with systems that require work arounds and re keying of data

  • Smart forms show only what’s relevant
  • Create pre set answers for efficiency
  • Secure portal for client self service
  • Smart forms show only what’s relevant
  • Create pre set answers for efficiency
  • Secure portal for client self service

Compliant

Remove the fear that you've missed something that will come back to bite you later

  • Tailor to personal and licensee requirements
  • Completion tracking to avoid gaps
  • Guided creation of goals and scoping
  • Tailor to licensee requirements
  • Completion tracking to avoid gaps
  • Guided creation of goals and scoping

By advisers,
for advisers

Who are we

Our founders are both former advisers who personally experienced the challenges of delivering advice. Advice Revolution understands each adviser is different and we believe their technology should respect that.

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 advice production.

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."
Damon Inness
Astute Brisbane Central
Alliance Wealth (Centrepoint Alliance)

What people are saying
about us

Latest News

XY Adviser 2019 Podcast

Watch the podcast as Advice Revolution’s Director of Partnerships, Shaun Green, talks in XY Adviser social group about optimising the output of an adviser

Read More

Full Fact Find

From

$120

per month + GST

Our complete client engagement and fact finding solution.

Mini Fact Find Full Fact Find
Mini Fact Find
Xplan Push Integration
Adviser Portal
Client Portal
Completion Dashboards
File Note
Client and Team Document Generation
Advice Board
Configurable Needs and preferences

I'm ready to spend more time with my clients and less time on compliance

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