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
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.
