Keeping Your Client Data Safe in Advice Revolution

Keeping Your Client Data Safe in Advice Revolution

At Advice Revolution, we understand the importance of safeguarding your clients' sensitive information. Security is at the forefront of our priorities, and we employ a comprehensive range of measures to ensure the integrity and confidentiality of your data. Below, we outline the various security protocols and features implemented in our product:


1. Strong Password Policy and Auto Lockout: Our platform enforces a password policy, requiring users to create strong, unique passwords. Additionally, the system is programmed to automatically lock out users after a specified number of incorrect login attempts, mitigating the risk of unauthorized access.

2. Two-Factor Authentication (2FA) for Advisers: Advisers are provided with an extra layer of security through two-factor authentication. This process requires users to verify their identity using an authentication app, adding an additional barrier against unauthorized access.

3. Two-Factor Authentication (2FA) for Clients: We extend the same level of security to your clients by offering two-factor authentication via text message. This ensures that only authorized individuals can access their accounts and sensitive information.

4. Database Encryption at Rest: All data stored within our system is encrypted at rest, meaning that even if unauthorized access is gained to the database, the data remains unreadable without the decryption keys.

5. Data Encryption in Transmission: We prioritize the security of data transmitted between our platform and integrated services, such as Xplan. All communication channels are encrypted to prevent interception and unauthorized access to sensitive information during transit.

6. Regular Penetration Testing: To continuously assess and enhance our security posture, we conduct regular penetration tests. These tests simulate real-world cyberattacks to identify and address any vulnerabilities in our system proactively.

7. ISO 27001 Compliance: We are ISO 27001 certified, an internationally recognized standard for information security management systems. This certification demonstrates our dedication to implementing robust security controls and best practices to protect your clients' data.


For questions or clarifications, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20-30 minute Zoom discussion with our team, kindly use this calendar to book the session.

Published on: May 11, 2024
Version: 1.1


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