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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Does chasing information from clients feel like herding cats?

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.

"Our advisers have saved 2-3 hours per client on their new business process, and in a profession where time really matters, we feel Advice Revolution has delivered on it’s promise. It’s been a wonderful working relationship!"
Belinda Barclay
Head of Advice, Oreana Financial Services

How it works

book a demo

Start a free trial or book a demo

invite first client

Invite your first client

save time
Save time for your team and create a better client experience

Go from this

Complex & time-consuming

  • Email
  • Spreadsheets
  • Paper Fact Finds
  • PDF Fact Finds
  • Phone Calls

To this

Simple & seamless

Client Portal


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

"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
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