Advice Revolution partners with Worksorted

Adrian-Patty/advice-revolution/

16 August 2021
| By Chris Dastoor |
image
image
expand image

Fact find fintech Advice Revolution and customer relationship management (CRM) platform Worksorted have integrated their systems, which the firms say will take 30 to 60 minutes of the advice process.

Adrian Patty, Advice Revolution chief technology officer, said: "We have a range of integrations planned that will dramatically reduce the cost to serve and improve the technology experience for financial advisers and clients”.

Advice Revolution helped advisers capture an end-to-end fact find and connect this data into the next stages of the advice process.

Worksorted was a CRM, workflow and revenue system made specifically for financial advisers and incorporated document management, fee disclosure statements (FDS) and opt-in.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

TOP PERFORMING FUNDS