100% Dedicated to Revenue
With the competitive and regulatory landscape changing and pressure on AFSL holders to provide cost effective and value added solutions to advisers, technology efficient solutions become a crucial business focus. Advisers are demanding greater transparency, more timely information and a higher level of service and communication.Â
True Open Field Integration
Ever since 'Open Ecosystem' became a trend word, we fail to see true sharing across our peers. No competitor can replicate REVEX's commitment to correcting this. We will connect with any and every industry CRM provider. No bias, no judgement, no pressure. Just 100% dedication to your revenue.
CONNECT any/multiple CRMs for OneTouch Invoicing
ENHANCE using any/multiple Compliance Software
ADD engagement feeding any/multiple Reporting Tools
Clients or Revenue?
If servicing your clients is Priority 1, REVEX thinks ahead, so you don't have to. If revenue management is in your role description, REVEX thinks with you, minimising Opportunity Cost. Our team is always assessing the case for further functionality where efficiency is needed. If it involves your revenue (which comes from your clients), we're on it!
Client friendly document generation. aPay Invoice to FDS and now REBATE assist
Extensive customisation to accommodate diverse revenue channels
Expert Precision Data Quality to satisfy banks, auditors and P.I. Insurers alike
Share. Engage. Grow
Misunderstood legislation, poorly communicated regulation and unimaginable pandemics, today is unlike any other, in Financial Services history. Understanding your business down to a granular level of detail is critical. REVEX reports address (almost) every need, be it business activity, compliance driven, adviser focused, client specific or pay related. Grow your knowledge of up and coming solutions industry wide, in NETWORX, a REVEX initiative.
'Devil's in the Detail', we rely on precise, clean data
Key Performance Indicators and un-matched report quality
It's a small world, but our Industry reaches to the end. Expand, with NETWORX
Click on each of the features to learn more
industry leading data quality
Being the largest, most proven, independent provider, means our
commitment to Open Sharing is genuine and without bias
The most comprehensive solution offering available today
Supporting your revenue software is our Melbourne based team,
giving you a breath of fresh air. Contactable, accountable, reliable.
Our team, is your team. Trained in Australian laws and regulation,
we will engage with you as a business partner, not just a number
Almost unlimited criteria options
Nearly 100 reports to select from
Auto RCTI generation including for referrers
The 'Majority Report', our king of the crop report loved by all
Reporting Server link options
Save to Favourites for easy access
Roll Up your report for higher level or drill down for lower
Provider statement collection and reconciliation
Bank statement collection and reconciliation
Practice deduction and allowance administration
AFSL management reporting
Provider statement collection and reconciliation
Bank statement collection and reconciliation
Practice deduction and allowance administration
AFSL management reporting
Complete FDS management tool
Bank statement collection and reconciliation (Audit ready)
Service type, package, delivery settings
AFSL management oversight reporting
Customise and upload 1 or multiple FDS templates
Import client data from anywhere
Export revenue data to anywhere
Optional aPay Direct Debit integration
Total and complete transparency of revenue data
Mitigate compliance risk by giving access and oversight to all parties,
from Adviser, to RM, to C Level Execs
Customise each invoice to suit your practice/location needs and logos
Generate once off invoices or set up recurring plans to auto generate
For larger invoices, why not offer your clients a payment plan?
Flex-i-nvoice - the more flexible the terms, the faster the payment
experienced Australian industry specialists.
Managing Director - John Brabender
Head of Operations - Janine Worthy
Head of Partnerships & Distribution - Jackson Meurant
Our shared team environment means each staff member can
provide critical insight to any task where assistance is required.
No matter who answers the phone, rest assured they'll be
able to understand your query and see it through.
Australian Sales, Support and Development, means we are
accountable, contactable and reliable.
Direct Debit
APAY
Direct debit and credit card collection facilities seamlessly integrated within Revex.
CONNECT
Connect Revex with your preferred bank to automatically import your transactions daily.
REBATES
Effortlessly rebate fees to your clients by creating an aba file with the click of a button.