Advanced tips and tricks
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 ...
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 ...
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 ...
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 ...
How to Delete Uploaded Documents in 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 ...
Maximizing the Search and Pagination Features
Advice Revolution streamlines client management for busy advisers. The new search and pagination features empower you to quickly locate specific clients within your extensive list. The following guide will help you maximize the search and pagination ...
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 ...
How can I customise the Client Portal Templates created by the Practice Manager?
Borrow and personalise pre-built templates created by Practice Managers and tailor them to your unique style and client needs without starting from scratch. This customisation feature of client portal templates now allows advisers to copy and ...
Fact Find Change Report
The adviser can keep track of the changes done on the Fact Find. This can be viewed by downloading the CSV report which can be found under the Edit Client Portal top menu > Fact Find Change Report If you require furthur assistance you can reach out ...
Client Portal Status Display on the Adviser Home Page
Client Portal Status Description Not Accessed Default Status/ No action done yet Awaiting Fact Find Update Client Registration email sent but not yet finished all sections Awaiting Fact Find Consent Client has finished all sections, but not yet ...
How to create Client Portal templates?
Expenses guide (Detailed, Simple and Custom)