What integrations are available?
We currently have Xplan and Worksorted for integrations but are still working on other tools to be integrated with Advice Revolution.
The available integrations can be found in the “Integrations” list under the “Adviser” drop down list in the top menu bar.
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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.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 ...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 ...How do I know if the integration has been enabled?
You can go to Integrations in the Adviser menu on top. Once you are on the page, you will see your CRM's connection status (Connected or Not Connected) in the CRM tile itselfRelease Notes- December 22, 2023
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features 1. Auto-sync Customisation Feature at Adviser-level and Client-level The new Data Auto-Sync ...