The client portal and digital fact find for financial advice
Provide your clients with a secure client portal, reduce the cost of advice and speed up your delivery with a great client experience.
Our market-leading tools play perfectly with your CRM. If you’re ready to make the most of your investment in technology and people, you’ve arrived at the right place.
Why use a client portal?
Advice Revolution was started by advisers who understand the challenges of capturing information from clients and running a profitable advice business.
How it works
Start a free trial or book a demo
Invite your first client
Go from this
Complex & time-consuming
- Paper Fact Finds
- PDF Fact Finds
- Phone Calls
Simple & seamless
All data synced with your advice CRM
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."
What people are saying
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