Our Services
REVISOR’s mission and underlying beliefs act as the foundation for all our service offerings. Our services allow advisory firms to connect all the dots required to maximize efficiency while also simplifying and significantly reducing operational costs. This creates the opportunity for small to mid-size firms to experience the scale and efficiency typically only enjoyed by larger organizations.
Our revolutionary portfolio management system was built from the ground up, with the most modern features and capabilities. Industry changes over the past few years have created a new era of capabilities for advisory firms. Zero commission trading, fractional share purchases, and robust trading software make individual stock portfolios a possibility for accounts of all sizes.
Platform Features:
Modern Design - The most up-to-date capabilities are built into our platform. This allows firms to offer household-level trading of individual stock portfolios, with tax management services for accounts of any size. Welcome to the future of investing!
Customization - For firms to outsource effectively, a platform that allowed complete flexibility and customization had to be developed. RevPort provides custom portfolios, trading, and billing solutions.
Cost Feasibility - Providing customization and a phenomenal user interface at a significantly lower cost was not an easy process. This required years of designing, redesigning, and problem-solving. The RevPort platform reduces outsourcing costs by an average of 50%.
Whether you’re a small to mid-size firm looking to outsource the entire investment management process or a larger firm looking to outsource the technical details of your portfolio management process (trading, billing, and performance reporting), we have a solution that will significantly improve your investment management offering, reduce cost, and simplify your back office.
Operating all the aspects of a financial advisory firm can be extremely complex. To operate efficiently a firm must develop repeatable processes for daily activities such as new account opening, client onboarding, portfolio maintenance, client reviews, trading, billing, financial plan updates, and many more. RevFlow is a revolutionary platform that allows firms to operate with the utmost efficiency within a 2-3 month implementation period. Hard work and behavior change is required but the results are astounding. The average firm reduces operating expenses by 25-40%, while simultaneously reducing errors by 75%.
Typical IT solutions used by advisory firms are outdated, costly, and complicated. RevTech is an innovative IT service that solves these problems and provides simplicity, minimized costs, and technological empowerment. Whether your firm is operating 100% in the cloud or in a hybrid environment with on-premise applications, we can pull everything together into a modernized and simplified structure, while simultaneously cutting IT cost by over 50% when compared to a local IT firm that operates in a more traditional and outdated model.
Traditional compliance outsourcing services are expensive and time-consuming. RevCom is a groundbreaking compliance solution that allows advisory firms to stay compliant in a time and cost-efficient manner. Simplicity is the ultimate sophistication!