Getting to Know the Advice Revolution Pricing and Subscription Types

Advice Revolution offers a variety of pricing plans to fit your budget and business goals. This article will walk you through our pricing and subscription types, making it easy for you to choose the plan that empowers you to deliver secured client experiences.

FEATURES
Practice branded portal
Mobile optimised for any device
New prospect link for automations
Mini Fact Find Data Summary
Configurable questions in mini fact find
Integrations with your advice CRM
2 Factor Authentication for Advisers
Secure client portal
2 Factor Authentication for Clients
Document upload and storage
Client task management
Visibility of client data changes	Coming soon
Digital signatures	Coming soon	Coming soon	Coming soon
Complete Fact Find Data Set	___
Goals and Scoping modules	___
Custom Risk Profiles	___
Client change report	___
Customisable forms	___
Document production	___
Digital advice board	___
File notes	___
Client Fact Find Sign Off	___
Practice or licensee reporting	___
Integrations tailored to your business	___	___
Tailored integrations maintenance	___	___
Custom data management	___	___
Activity dashboards	___	___
Compliance analytics	___	___
Customisable design	___	___

Our pricing plan is available in the official website of Advice Revolution. To visit the site, follow this link. 

If you have any questions about our pricing plans, or need assistance in choosing the right fit for your practice, the Advice Revolution Support Team is happy to help. Send us a message at our support email, support@advicerevolution.com.au or conveniently book a 20 to 30-minute Zoom discussion using this Get Help Session.

Published Date: May 11, 2024
Version: 1.1

• Related Articles

• Upgrading or Changing Your Advice Revolution Subscription

  Advice Revolution offers two distinct solutions designed to elevate your experience: the Plus product and the Pro product. Each of these offerings is crafted to meet different needs, providing unique features and benefits tailored to enhance your ...

• What other products are available in Advice Revolution?

  We currently have 2 products in Advice Revolution: Plus - this is the Mini Fact Find with CRM integration  Pro Product - this is the full version of the Advice Revolution product you are currently at. 

• How do I enable Advice Revolution in Iress Open?

  The administrator of the Xplan site simply needs to go into Iress open and click on the Advice Revolution tile to enable the integration with Xplan. Once this is complete, users will be able to integrate Advice Revolution with Xplan within the Advice ...

• Manually Syncing Client Information from Advice Revolution to Xplan

  The Advice Revolution platforms strive for seamless data flow between our platform and Xplan. While syncing is usually automatic, we understand that advisers will need the most update client information in Xplan. This article will walk you through ...

• Xplan Client Not Found in Advice Revolution's Sync Client Page

  When you connect your Xplan account to Advice Revolution, clients from Xplan will usually appear automatically on the Sync Client Page. However, if some clients are missing, here's what to check: Adviser Login (Xplan): Make sure the Xplan account ...