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How Clients Can Complete the Risk Profile Questionnaire in the Advice Revolution Client Portal?
This guide provides instructions for your clients on completing the Risk Profile Questionnaire in the Advice Revolution Client Portal. Following these steps will ensure accurate documentation of their risk preferences, allowing you to offer ...How Advisers Can Answer Client Risk Profiles in the Adviser Portal?
Accurately assessing your client's risk tolerance is a crucial step in providing personalized financial advice. The Risk Profile Questionnaire is a comprehensive tool to help you gather and document client's information. This article will guide you ...How Can Clients Complete a SMART Goal Task in the Client Portal?
At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...Creating and Assigning SMART Goal Tasks for Clients
Creating SMART financial goals is an essential part of helping clients achieve their financial objectives. This guide will walk you through using the Adviser Portal's task feature to create and assign SMART goals to your clients. Create and Assign a ...What Are the Benefits of Shared Access for "Couple" Clients?
When an adviser sends a separate client portal invitations to a couple, both partners can still see each other's tasks. This means any updates a client makes will be reflected in real-time on the other's portal. Benefits of Shared Visibility: 1. ...
Popular Articles
What happens at the end of my free Advice Revolution Plus trial?
At the end of your free trial period, you will need to pay the monthly subscription to maintain access to Advice Revolution Plus. If you do not wish to pay the subscription, your account will transition to the Advice Revolution Free product that does ...Expenses guide (Detailed, Simple and Custom)
I want to stop or cancel my subscription. How can I do this?
Please send an email to support@advicerevolution.com.au and we will manually do it for you.Release Notes - July 8, 2022
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. Risk Profile is now available in the Client Portal Advisers can now activate the Risk Profile module in the ...How can I customise the Client Portal Templates created by the Practice Manager?
Borrow and personalise pre-built templates created by Practice Managers and tailor them to your unique style and client needs without starting from scratch. This customisation feature of client portal templates now allows advisers to copy and ...