Advice Revolution to offer free fact find
Advice Revolution is aiming to offset the time-consuming process of the advice process, by providing a free fact find as part of its process.
The firm said adviser users of the platform saw an improvement in compliance, client experience and a reduction in time to provide new advice by 5.5 hours per client.
Advice Revolution had also recently formed partnerships with Centrepoint Alliance and other mid-tier licensees to make the solution available to their advice networks.
Adrian Patty, Advice Revolution founder, said: “We want to help advisers who have borne the brunt of ongoing regulatory change. The most effective way to counter the increased cost to serve is through digital fact finding.
“So far, only 25% have made this leap and we want to help take this to 100%. There’s so much opportunity ahead with technology and the first step is to go digital”.
AUTHOR
Chris Dastoor
Recommended for you
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients.
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
