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