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.
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Advice Revolution will be discontinued on 31st March 2025. Still got questions?
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 cost
The cost of advice has risen to over $5,335 on average, taking 24 hrs per client
Client experience
Over 80% of advisable Australians expect an easy, digital way to update personal information with adviser
Cyber risk
Sharing client data over email is the biggest cyber risk to your business
Team experience
More than half of advice businesses find that having great technology helps them to recruit and retain top talent
By advisers,
for advisers
By advisers,
for advisers
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
Integrations
We leverage the Elemnta platform, the experts in connecting financial advice tech. Connect your Xplan or Worksorted with a couple of clicks. Whether you’re running a standard Xplan site or you’ve gone all-in on customisations, they’ve got you covered.
Got other applications you want connected? Let us know!
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."
Alliance Wealth (Centrepoint Alliance)
What people are saying
about us
Latest News
Hub24: ‘Whole data’ sharing key to affordable advice provision
A whitepaper from HUB24 detailing the need for advice industry participants to collaborate and use standardised data tools
The turning point for financial advice in Australia
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
Embracing the technology revolution
An in depth interview with Colonial First State discussing what we think about advice technology and our hot tips for advisers.