---
title: Advice Revolution Plus Client Portal Reviews
meta_title: 'Advice Revolution Plus Client Portal Reviews 2026: Details, Pricing,
  & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Advice Revolution Plus Client Portal works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---

# Advice Revolution Plus Client Portal Reviews
**Vendor:** Advice Revolution  
**Category:** [Client Portal Software](https://www.g2.com/categories/client-portal)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Advice Revolution Plus Client Portal
Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience. Invite your clients to enter data before or after meetings on any device. Continue your fact finding with a range of flexible modules that adapt to your meeting structure. Finalise your fact find for a clean handover to your paraplanner. Our market-leading tools play perfectly with your CRM. If you’re ready to make the most of your investment in technology and people, you’ve arrived at the right place. Run your advice business like it’s 2023.




## Advice Revolution Plus Client Portal Reviews
  ### 1. Client Portal

**Rating:** 5.0/5.0 stars

**Reviewed by:** John H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 13, 2023

**What do you like best about Advice Revolution Plus Client Portal?**

Secure, easy for clients, visually very clean for clients and for an adviser the ability to potentially push to your CRM

**What do you dislike about Advice Revolution Plus Client Portal?**

On my end a little confusing as to how to request a document at this stage.

**What problems is Advice Revolution Plus Client Portal solving and how is that benefiting you?**

Pushing and pulling info, documents with clients



- [View Advice Revolution Plus Client Portal pricing details and edition comparison](https://www.g2.com/products/advice-revolution-plus-client-portal/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-19+22%3A12%3A04+-0500&secure%5Bsession_id%5D=91c4e330-b704-4cc6-909b-a4a8016764f5&secure%5Btoken%5D=086f0c2adf3e7d06007816280f57f752616fe2298fcd22fb4452811b7ab3fc01&format=llm_user)

## Advice Revolution Plus Client Portal Features
**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application

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