At Advice Revolution, we understand the importance of efficiency in managing custom modules for advisers. This guide will show you how to easily set default custom modules within your Adviser Settings. By doing this, you can save valuable time ...
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 ...
Advice Revolution understands the importance of gaining deeper understanding of your clients' needs beyond the Full Fact Find. The Custom Questionnaire feature empowers advisers to do just that. This digital tool allows you to integrate your ...
In the Advice Revolution platform, some Fact Find sections can be accessed and updated by both advisers and clients, while others are restricted to advisers only. This article explains which sections are shared and which are exclusive to advisers, ...
Kindly be advised that Customer Form/Risk Profile Modules are custom-built per practice. Once that these modules have been integrated to the Practice, the Practice Managers need to assign them to advisers from the Practice Setting. For the ...