The adviser’s intelligent workspace
A secure workspace designed to manage reviews, support day-to-day advice work, and bring your advice process together in one place.
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Streamline your approach
A single workspace designed to support client reviews, daily advice work, and your wider advice ecosystem.
Client reviews & meetings
Send secure review links, capture pre-meeting information, book meetings, and generate clean, structured summaries automatically.
Daily adviser tools
Consolidate notes across meetings, run calculations and scenario checks, draft strategies with AI support, and manage tasks in one place.
Your advice ecosystem
Jump straight to providers, platforms, and funds from a central hub — built to expand as your advice process evolves.
Your intelligent assistant
Revuo’s AI tools are built specifically for financial advisers, helping you work more consistently across your client bank while saving time on routine tasks.
- • Summarise meetings and historic client notes
- • Draft clear, professional communications
- • Assess strategies and recommendations
- • Automate to-do lists and follow-ups
- • Surface relevant market and regulatory updates
Security you can trust
We know financial data requires the highest levels of protection. That’s why Revuo is built with security at its core, using proportionate, enterprise-grade controls from day one.
Our platform is designed to meet UK and EU regulatory expectations, with encrypted client data, secure access controls, and private client links.
Built by advisers, for advisers — with the security features you need, without unnecessary complexity.
- End-to-end encryption — data encrypted in transit and at rest.
- GDPR-first design — built for UK and EU regulatory expectations.
- Secure access only — private links, adviser-only dashboards.
- Built for advice firms — practical, proportionate security.
Why advisers choose Revuo
Built by advisers
Designed around real advice workflows and shaped by adviser feedback.
Quick to adopt
Start using Revuo immediately, with minimal setup or training.
Flexible and scalable
Use as-is or brand as your own service, with room to grow.
Everything in one place
Join advisers using Revuo as their central workspace — saving time, reducing admin, and supporting a clearer, more consistent advice process.