Advice Revolution partners with Worksorted


(L to R) Shaun Green and Adrian Patty

Advice Revolution and Worksorted have partnered to help advisers reduce cost to serve and improve their technology experience.

The biggest problem for financial advice businesses is the cost to serve. The seamless integration between Advice Revolution and Worksorted takes 30-60mins off their advice process while providing more choice in how they design their own technology solutions.

Advice Revolution is a digital fact find with deep integration capabilities. It helps advisers capture an end to end fact find and connect this data into the next stages of the advice process.

Worksorted is an intuitive, easy to use CRM, Workflow and Revenue system made for Financial Advisers. It incorporates document management, Fee Disclosure Statements (FDS) and Opt In. Worksorted has built its reputation by delivering great practice management solutions to advice businesses. They’ve decided to partner with Advice Revolution as their first specialist digital fact find and client engagement integration.

Nathan Fradley of Lime Financial, the Affinia Adviser of the Year, uses both systems, and says, “The new integration saves me an additional 30-60mins per client on top of the multiple hrs of time savings these applications already provide me.”

Adrian Patty from Advice Revolution says, “This partnership is just the beginning of many integrations which will dramatically reduce the cost to serve and improve the technology experience for financial advisers.”

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