Advice Revolution
Shaun Green is the CEO of Elemnta, a company that offers wealth management enterprises digital integration solutions. With a background in business banking, insurance advice, and human resources management, Shaun brings a wealth of experience to his leadership roles. With a Master of Business Administration degree from AGSM @ UNSW Business School, Shaun is dedicated to providing innovative solutions to transform businesses and improve client experiences.
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Advice Revolution
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. Reach out to book in a demo at shaun@advicerevolution.com.au.