Maximizing Your Email Signature in Advice Revolution

Maximizing Your Email Signature in Advice Revolution


We understand the importance of presenting a professional image in all your communications. That's why we've designed Advice Revolution to automatically include your email signature in most of your outgoing emails.

Email Signature Inclusion

1. Client Portal Invitations: Your email signature is automatically added to Client Portal invitations when enabled in your Adviser Settings.

2. Standard Fact Find Emails: Similar to Client Portal invitations, your email signature is included in Standard Fact Find emails when activated in your Adviser Settings.

Mini Fact Find Invitations

Currently, email signatures are not automatically included in Mini Fact Find invitations. To ensure a consistent professional appearance:

1. Copy the Invitation Link: Obtain the invitation link from within Advice Revolution.
2. Paste into Your Email Client: Open your preferred email client and paste the link into the body of a new email.
3. Add Your Signature: Compose your email with your desired email signature, including contact information and any additional details.

Additional Information

To learn more about creating a strong brand presence through your email signature and effectively using Client Portal and Fact Find emails, watch our helpful video in the link below.

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


Published on: May 26, 2024
Version: 1.0


    • Related Articles

    • How to Maximize Client Portal and Fact Find Email Signature

      Building trust and maintaining professionalism when communicating with your clients using your email signatures in the client portal and fact-find emails. Step-by-step guide: Setting Up Email Signature in Default Settings: 1. Head to your Adviser ...

    • Updating the Client Portal Settings and Sending it to the Client

      At Advice Revolution, we understand the importance of clear communication with your clients. That's why we offer you the flexibility to adjust their client portal settings to optimize data gathering and information exchange. Here's what you can do: ...

    • Maximizing the Fact Find Change Report

      The Fact Find Change Report, exclusively available in the Pro Product, empowers advisers to monitor and manage client-initiated updates to their fact find information within the Advice Revolution portal. This article explains how to access and ...

    • Understanding the Fact Find Component Differences Between Adviser and Client Portals

      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, ...

    • What Client Information Can I Find in the Client Portal Summary?

      The Client Portal Summary is a centralized hub for managing client interactions and tasks efficiently. In a client's Client Portal Summary page, you'll find essential sections such as fact find status updates, tasks status, and documents shared by ...