Advice Revolution End of Service: What You Need to Know
iFactFind: Features You Need to Know
1. How much is the subscription for iFactFind? Is there a special pricing/discount if I switch to iFactFind? You can follow this link to check their pricing: https://ifactfind.com.au/pricing.html But as part of this transition, iFactFind offers 2 ...
How can I contact Advice Revolution Support?
We understand that this transition may be disruptive to your business, and we want to assure you that we are here to help. Our dedicated support team will be available to answer any questions you have and provide assistance with the process. You can ...
What are my alternatives? Can you recommend a similar client portal provider?
We recommend exploring iFactFind, which offers similar features for advisors and clients. Visit their website for more information: https://ifactfind.com.au/features.html If you have questions about this transition, or need assistance, contact us at ...
How can I export my client data?
To update Xplan or Worksorted: Simply use the "Push" button next to the client's name on the homepage. This sends their latest information to your financial planning software. For more details on which Fact Find sections are included, check out our ...
How long can I use Advice Revolution's Plus and Pro features (Mini Fact Find, Full Fact Find, Client Portal)?
Advice Revolution portals (Adviser and Client) will still retain its full functionality and features until its shutdown date -31st March 2025. If you have questions about this transition, or need assistance, contact us at ...
When will Advice Revolution no longer be available?
Advice Revolution will officially shut down on 31 Match 2025. If you have questions about this transition, or need assistance, contact us at support@advicerevolution.com.au or call +612-381-8088.
What happens to my existing subscription?
Advice Revolution's portals (Adviser and Client) will still retain its full functionality and features until its shutdown date -31 March 2025.You will no longer be charged for using the Advice Revolution Client Portal from 31st Jan onwards. If you ...
Why is Advice Revolution discontinued?
Elemnta (formerly Advice Revolution) is focusing our solutions for product providers to improve their adviser technology. We will be focusing our business exclusively in this area going forward. If you have questions about this transition, or need ...