Revolution Wealth combines AI intelligence with human expertise to deliver compliant, personalised financial advice for Australian AFSL firms — in a fraction of the time.
No credit card required. ASIC RG90 compliant from day one.
Welcome! I'm your AI financial adviser. Let's start building your personalised advice.
Could you tell me about your current financial situation and goals?
Great, that gives me a solid starting point. I've noted your family situation and income.
Let me ask about your current super arrangements — do you know which funds you and your partner are with?
Fact Find Progress
Trusted by forward-thinking AFSL firms across Australia
From initial client conversation to signed Statement of Advice — AI handles the heavy lifting while your advisers maintain full control.
Conversational AI progressively gathers client information, building a structured fact-find in real time. No forms, no friction.
Generate compliant Statements of Advice from templates in seconds, not hours. ASIC RG90 compliant by default.
Human advisers claim, review, and approve advice through an intuitive dashboard. Full audit trail included.
Clients review and sign approved advice digitally. No printing, scanning, or posting required.
Separate portals for clients, advisers, and admins. Each role sees exactly what they need.
Track review times, approval rates, and adviser workloads. Data-driven practice management.
Four simple steps from first conversation to signed advice
The client has a natural conversation with our AI adviser, which progressively builds their financial profile.
Once the fact-find is complete, AI generates a compliant Statement of Advice based on your firm's templates.
A licensed adviser reviews the generated SOA, makes any adjustments, and approves it for the client.
The client reviews their personalised advice and signs digitally. Implementation begins immediately.
Revolution Wealth is designed from the ground up for the Australian financial services regulatory environment.
Every action is logged — from AI conversations to adviser approvals to client signatures. Fully searchable and exportable for compliance reviews.
AI generates, humans approve. No advice reaches clients without review by a licensed financial adviser in your firm.
Admins customise SOA templates to match your firm's compliance requirements. Locked sections ensure mandatory disclosures are always included.
85%
Faster SOA generation
100%
Audit trail coverage
3x
More clients per adviser
<24h
Avg. time to advice
Start free, scale as your practice grows
Perfect for trying Revolution Wealth
For growing advisory practices
For large AFSL firms and dealer groups
Join Australian AFSL firms already using Revolution Wealth to deliver faster, more compliant financial advice.