Overview of product features
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 ...
Using Advice Revolution for Existing/ Review Clients
This guide provides essential steps to effectively manage your existing and review clients. Learn how to integrate your CRM, grant client portal access, and keep client information up-to-date. Step 1: Setup your Xplan or Worksorted the Integrations ...
Contacting Support, Getting Help, and Sharing Feedback
This section is designed to guide you on how to seek assistance, provide feedback, or raise inquiries within the Advice Revolution platform. Let's explore how you can effectively engage with us to enhance your experience. Providing Feedback 1. Access ...
Getting Started with Advice Revolution (A System Overview)
This article provides a quick overview of the Advice Revolution Adviser Portal, highlighting its key features to help you manage your clients efficiently. For questions or clarifications about how you can maximize any of the Advice Revolution ...
Enabling Digital Consent in a Client's Fact Find
Learn how to effectively obtain client consent for Fact Finds. This guide outlines the steps to either allow clients to edit their data before approval or simply request their sign-off. Step 1: Activate the consent in the client portal settings 1. ...
How Secure is my Clients’ Information in Advice Revolution? What Level of Security Does AR Product Implement?
Your clients' data security is a top priority at AR. We employ a robust suite of security measures to protect your clients' information. This article outlines the key security features implemented within our platform. Data Protection Measures 1. ...
Keeping your Client Data Safe: Where It's Stored in Advice Revolution
Client information within Advice Revolution is stored and managed on secure and trusted platforms, including the Google Cloud Platform and Salesforce infrastructure based in Australia. By leveraging cloud-based infrastructure, and implementing ...
Getting to Know How Task Notification Works
Streamline the collaboration between you and your clients, with improved communication and visibility through the real-time task notifications. When You'll Receive Notifications: 1. Task Assignment or Reassignment: Clients now automatically receive ...
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.