Using technology to help with the advice process
7 November, 2018
Read the article of Advice Revolution’s Director of Innovation, Adrian Patty, as he talks about adopting technology in his advice process
Run your advice business like it’s 2022.
Insanely simple fact-finding and client engagement tools that help you streamline and scale your business.
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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 choose Advice Revolution?
Insanely simple
Both clients and teams love using our tools. Powerful doesn't have to be complex.
Completely flexible
Our tools are easy to configure and will fit around the way you currently do things.
Seamlessly integrated
Say goodbye to double entry of client data. We send data instantly into your CRM.
By advisers,
for advisers
By advisers,
for advisers
Advice Revolution was started by advisers, not propellerheads. We understand the frustration you experience when paying for software that doesn’t truly impact your business.
The good news is that our tools aren’t based on theory, they’ve been proven in practice.
Book a demo and see the difference.
The easiest way for clients to send their information ahead of meetings
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
"The Advice Board is a game-changer for meetings. Clients are able to visualise the way I understand their situation and have a higher level of engagement enabling me to capture better information. It's a big step forwards from paper and works great face to face or via virtual meetings."
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Practices who want to capture information before meetings and integrate with their CRM
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New prospect link for automations
Document summary
Configurable questions and answers
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Practices who want a complete digital fact finding solution integrated with their CRM
$299
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Everything in Plus, and:
Complete Fact Find
Customizable forms
Goals and Scoping modules
Document production
Client portal
Digital advice board
File notes
Practices who want to make their fact finding more cyber safe, compliant and efficient
$368
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Everything in Pro, and:
Client Fact Find Sign Off
Premium user support
Product roadmap engagement
Practice or licensee reporting
Tailored integrations maintenance
