Revolution is a business solution software system for use by both Stonebridge Group appointed representatives and any directly authorised firm.
The new developments have seen improvements to its factfind functionality and a more intuitive Aims & Views., auto-generation of ‘standard’ quotes which are refined to client needs and an improved Demands & Needs generation process.
Additionally in the coming 12 months Stonebridge plans to enhance compliance development, launch a new improved mortgage record of suitability and provide online help functionality with user training videos and manuals.
Julie Murray, technology director of Revolution, said: “Having rolled Revolution out across the whole of the market, we have seen a growing interest in the system from DA firms, and much more focused and demanding AR users.
“This has meant that we are concentrating significant investment and resources into developing Revolution in order that it can meet the needs of the advisory community and that it remains market-leading.
“To that end, throughout 2014 we added considerable functionality based on user feedback and we will be doing more of the same in 2015, albeit on a larger scale.
“In order to meet the needs of the system’s development we are recruiting quality people who will develop the software and help users get the most out of the existing and new features.
“There is no doubt in our minds that Revolution can play a vital role in the way advisers develop and expand their business and, those that use it to its maximum potential, are certainly reaping the rewards.”
