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