Mini Fact Find
Connecting Your CRM to Advice Revolution
Discover how to seamlessly integrate your CRM with Advice Revolution. This guide will walk you through the process step-by-step. Step 1: Access the Integrations Page 1. Open the Adviser tab in Advice Revolution. 2. Select Integrations. Step 2: Choose ...
Getting to Know the Browsers Compatible with Advice Revolution
Advice Revolution is designed to work optimally with Google Chrome. However, we understand that users have different browser preferences. This article outlines the web browsers supported by Advice Revolution. Supported Web Browsers: Advice Revolution ...
Maximizing Task Notifications
At Advice Revolution, we aim to improve communication and collaboration between advisers and clients. Enhance collaboration with your clients through the Task Notification features of the client portal. This feature streamlines interactions by ...
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 ...
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 ...
Updating/Changing the Practice Details and Logo
In the Advice Revolution portal, advisers can easily manage their practice details, including updating their practice logo. Your practice logo is a key element in branding and establishing a professional identity. Follow the steps below to ensure ...
Changing Your Advice Revolution Account Password
Welcome to our guide on changing your password! Keeping your Advice Revolution account secure is essential, and updating your password regularly is a key part of this process. Whether you've forgotten your current password or simply wish to ...
How Long Do Uploaded Documents Stay in the Document Vault?
Documents uploaded to the Client Portal vault by clients will remain there indefinitely unless: 1. You, as the advisor, delete them: To delete a document, simply click the trash can icon located in the download column. 2. The associated task is ...
Changing the Login Email of Your Adviser Account
At Advice Revolution, we understand the importance of keeping your account information current. This guide walks you, our valued adviser, through the steps of updating your login email address. A friendly reminder to ensure a smooth transition, the ...
How to Use AR for Existing/Review Clients?
Welcome to our detailed guide on using Advice Revolution for existing and review clients. This guide covers essential steps like integrating your CRM, and includes helpful links in granting client portal access, and updating the Fact Find of clients. ...
I want to change or update my adviser details like name, phone number, email address, address, etc. Where will I do that?
You can change your adviser user details such as name, phone number, email address, address, and ARN via the User Profile Page found in your Adviser account. Kindly refer to the video below for the step-by-step processs.
How do I edit my client's name and contact details?
1. Via the Adviser Homepage. In the clients’ list table, there is a pen icon on the right side of your client’s name. Click on it to quickly edit your client’s details. 2. Via Client Home Page. If details are not found in the quick edit option stated ...
How do I edit or update any details of a record or data?
In any table you can view, there is a pen icon on the right side of that record. Click on it to proceed on updating or editing any information.
How do I change my practice details or logo?
Your practice details and logo can be updated in the Practice Profile page. This can be accessed via the Practice drop down list located on the left hand side of the menu at the top of your screen. For the step-by-step process, kindly refer to the ...
How do I change my password?
You can change your password on the login page. Click on the “Forget Password” and an email will be sent to your user email address to reset your password.