Smarter Processes
for Advisers
Automate client communications and deliver exceptional service with
AI-powered review management.
Streamline Your Review Process
Three simple steps to transform your client communications
Add Your Clients
Upload manually or import via CSV. We make onboarding effortless.
Track Review Dates
Automatically flags when reviews are due. Never miss a deadline again.
Secure Client Forms
Clients receive private links to answer and book meetings.
Your AI-Powered Assistant
Ask anything — get insights to enhance client reviews, suggest recommendations, or draft professional responses instantly.
- ✔ Generate compliance-ready notes
- ✔ Personalize communication at scale
- ✔ Identify trends across your client base
Security You Can Trust
We know financial data requires the highest protection. That's why we built Revuo with enterprise-grade security from day one.
Our platform is fully GDPR-compliant and uses enterprise-grade authentication with encrypted client links to ensure your data remains private and secure.
Built by advisers, for advisers — with all the security features you need and none of the corporate bloat.
End-to-End Security
Military-grade encryption for all client data
GDPR Compliant
Built to meet all regulatory requirements
Secure Authentication
Industry-standard authentication protocols
Why Revuo Works
No Long Onboarding
Get started in minutes, not weeks. Our intuitive interface requires minimal training.
Works Out-of-the-Box
No complex setup. Upload your client list and we handle the rest.
White-Label Ready
Brand Revuo as your own service.
Ready to Transform Your Advice Process?
Join advisers who save hours every week with Revuo's smart client management platform.
Get Started Now