AFSL REVENUE MANAGEMENT SOFTWARE

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. 

WORK YOUR WAY


We integrate with your existing technology providers, meaning there is no need to change all of your technology or processes just to achieve better revenue management.

Choose the CRM that works best for you or your network

Extensive configuration options means you can map and track your business and fee models

Flexible naming conventions means Revex can use your business language to further support your people

FOCUS ON WHATS IMPORTANT


We understand servicing your clients is your main priority. Revex saves time and headache through simple yet powerful design and features so you can invest your time wisely.

Easy to use, to save you time and money

Extensive features to accommodate diverse revenue needs

AFSL, Practice and Adviser focused benefits

KNOW YOUR NUMBERS


With increasing regulation, understanding your business is more important than ever before. This is why we have reports for (almost) every need, whether it be business activity, adviser, client, pay or something else.

Quickly and easily see the financial health of your business

Understand how your people are performing

Have the right information to assist when it comes time to audit