Using Advice Revolution
How Can Clients Complete a SMART Goal Task in the Client Portal?
At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...
Creating and Assigning SMART Goal Tasks for Clients
Creating SMART financial goals is an essential part of helping clients achieve their financial objectives. This guide will walk you through using the Adviser Portal's task feature to create and assign SMART goals to your clients. Create and Assign a ...
Using the Search and Pagination Features
Managing your client list on Advice Revolution is now made easy with the new search and pagination features. Utilizing the Search Bar 1. Locate the Search Bar: The search bar is conveniently placed at the top of your Client List table. 2. Enter ...
Organizing and Securely Storing Client Files in the Client Portal Document Vault
Peace of mind and easy access go hand-in-hand with Advice Revolution's secured client portal document vault. This centralized location allows you and your clients to conveniently store and retrieve important financial documents anytime, from ...
Updating my Billing or Credit Card Details
Keeping your billing information up-to-date is essential for uninterrupted service at Advice Revolution. Here's a quick guide for Practice Managers to updating the billing and credit card details of your practice account: Step 1: Access Your Practice ...
Editing my Client's Name and Contact Details
Ensuring accurate client information is crucial for effective communication and relationship management. This article provides step-by-step instructions to help you seamlessly update client details in the Advice Revolution portal, ensuring your ...
Streamling Uploads, Downloads, and Sharing with Task Feature
At Advice Revolution, we understand the importance of building strong relationships with your clients. Our Client Portal Document Vault, along with the powerful Tasks feature, is designed to promote collaboration between advisers and clients. This ...
Preventing Accidental Client Document Deletion
To ensure client information remains secure, it's important to exercise caution when deleting documents from their page. Any document deleted here will also be removed from the client's Document Vault in the Client Portal. To avoid accidental ...
Deleting Client Documents from the Adviser Portal
Clients does not have the ability to delete documents they've previously uploaded. Only advisers have the ability to delete the uploaded documents from the client page in the adviser portal. Here's how you can delete a client's document in the ...
Activating Health, Retirement, Insurance and Estate Planning in Mini Fact Find Questionnaire
Create meaningful pre-meetings with new clients and leads using the enhanced Mini Fact Find (MFF) questionnaire. The updated MFF now provides deeper insights into your clients' personal circumstances, including: 1. Dependents: Names and dates of ...
Setting Up the Client Portal Account (A Client Guide)
Easily collect Fact Finds, tasks, and documents from clients by sending them a Client Portal invitation. Once sent, your clients will receive an email to set-up their own secured client portal. Access Your Client Portal: Step1 : Locate the Client ...
What web browsers are compatible with the Mini Fact Find Questionnaire?
Mini Fact Find Questionnaire is optimised for use with Google Chrome but will still work on any browser.
Resending the MFF Questionnaire to the Client
The Mini Fact Find (MFF) is a 5-minute pre-meeting questionnaire that helps advisers gather some key information beforehand to ensure a smooth and productive first meeting. In Advice Revolution, clients can access and answer the MFF questionnaire ...
Sending the Mini Fact Find with Your Clients
The Mini Fact Find Questionnaire (MFF) is a valuable tool for gathering essential client information before meetings. This article outlines the different methods to send the MFF to your clients. Method 1: Using the Email Button 1. Locate the desired ...
How can I send the Mini Fact Find Questionnaire to my clients?
In the clients’ list table, you can see buttons “Copy” “Email”. These are the 2 ways on how you send the Mini Fact Find to your clients. Copy button will allow you to copy the link. You can then send that link to your client in any manner you want ...
Using Advice Revolution for New Clients
Effectively collect pre-meeting client information with our Mini Fact Find feature. This guide walks you through the process of sending Mini Fact Find questionnaires to your new clients. Sending the Mini Fact Find Questionnaire Step 1: Add a New ...
How do I edit my client's details?
In the table on your Advisor Home Page: Click on the pen icon in the far right column of your client's row to edit their details.
Setting Up the Mini Fact Find Terms Acknowledgement Settings
Before any financial planning discussion, it's crucial to ensure your clients understand how their information is collected and used. This guide introduces the Mini Fact Find Agreement Terms feature in Advice Revolution. This feature allows you to ...