Permanent Clipboard and Insert Template are tools that allows you to create templates for your notes, standard responses, or other frequently used text. These tools allow you to conveniently insert these templates in the client notes and forms of ...
Clients can access the Advice Revolution client portal by creating a password after receiving an invitation email. This article provides troubleshooting steps if a client hasn't received the invitation email. Step 1: Verify Email Delivery 1. Ask your ...
Voice-to-text is a tool that offers a convenient and efficient way to input text, allowing you to dictate notes quickly within Advice Revolution. While Advice Revolution may not have a built-in voice-to-text tool, several third-party tools integrate ...
Advice Revolution understands the importance of granting Partner clients access to the client portal. With their own secure login, they can actively participate in their financial planning journey. This article will help you enable your Partner ...
As a practice manager, you can empower your advisers with the tools they need to work efficiently. The Advice Revolution portal allows you to assign custom questionnaires and risk profile modules to specific advisers. This way, advisers can easily ...