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 ...
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 ...
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 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 ...
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. ...
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 ...
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 ...
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 ...