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 journey with us. The graph below explore in detail what sets these products apart and how they can empower you in achieving your advise goals. 

Advice Revolution currently has two products.

1. Plus Product - offers the Mini Fact Find product, client portal, with a CRM integration 
   
2. Pro Product - offers the Full Fact Find, custom modules, client portal, and many more! 

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	___	___

We understand your needs may evolve. If you are thinking about changing your Advice Revolution subscription, there are are two convenient ways to get in touch with our friendly Support team and discuss your subscription options:

1. Submit a Support Ticket: Click the "Feedback" tab on the right side of your screen and easily lodge a ticket detailing your request.

2. Email Us Directly: Send an email to support@advicerevolution.com.au and we'll be happy to assist you.

Our Support team is available to process your request and ensure a smooth transition. For questions or clarifications about each product, you also can book a 20 to 30-minute Get Help session with our team, kindly use this calendar to book the session.

Published on: June 25, 2024 Version 1.1

• Related Articles

• How can I upgrade from the Plus to Pro product? I do not see any option to change my subscription.

  We highly recommend that you book first a demo session with us before you purchase the Pro product so you can fully understand and maximise its benefits and features. You can book a session on the following channels: In the product, you can click on ...

• 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 ...

• 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. 

• Changing my Account Password

  Welcome to our guide on changing your password! Keeping your Advice Revolution account secure is essential, and updating your password regularly is a key part of this process. Whether you've forgotten your current password or simply wish to ...

• 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 ...