Updating/Changing the Practice Details and Logo
In the Advice Revolution portal, advisers can easily manage their practice details, including updating their practice logo. Your practice logo is a key element in branding and establishing a professional identity. Follow the steps below to ensure your practice details are current and your logo accurately represents your brand.
Your practice details and logo can be easily updated in the Practice Profile page. Follow these steps:
1. Hover your mouse over Practice and click on Practice Profile.
2. Prepare your Practice Logo file (maximum size 128 MB). Click the Choose File button to upload your logo.
3. You can also update other practice details such as the practice name, Corporate Authorised Representative (CAR) number, and Australian Business Number (ABN).
4. Add a new licensee by clicking Add Licensee, or edit existing licensee details by clicking the pencil icon.
5. Include or update the practice's address and contact information as needed. Just click the Add Address and Add Contact Details buttons.
6. After updating practice information hit Submit button to save the changes.
Note:
The Practice information you provide in your Practice Profile will be automatically included in both the Mini Fact Find and Full Fact Find reports for your clients.
For questions or clarifications, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help discussion with our team, kindly use this calendar to book the session.
Published on June 25, 2024
Version 1.1
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