New Advice Process Time Saver


Digital service provider, Advice Revolution, has rolled out its latest initiative intended to deliver time saving efficiencies within the advice process.

In announcing it has partnered with CRM and workflow platform, Worksorted, Advice Revolution says the integration between the two systems will deliver a saving of 30-60 minutes within the advice process.

Advice Revolution says its digital fact find platform helps advisers capture an end to end fact find and its partnership with Worksorted will allow the fact find data to connect to the next stages of the advice process via the Worksorted CRM, Workflow and Revenue system.

Advice Revolution’s Adrian Patty …just the beginning of a range of planned integrations

The provider notes this partnership marks the first specialist digital fact find and client engagement integration made for advisers in which Worksorted has been involved.

One adviser advocate for the new offer is Lime Financial Planning co-founder and head of advice, Nathan Fradley. According to Fradley, who utilises both systems, the new integration saves him an additional 30-60 minutes per client in addition to the multiple hours of time savings he says these applications already deliver.

In a release announcing the initiative, Advice Revolution Principal, Adrian Patty, says the partnership with Worksorted is just the beginning: “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.”

See also: Free Digital Fact Find Offer.