Track Every Client. Ensure Every Compliance.
Empower your advisors with personalized links to firm-approved calculators, educational content, and appointment scheduling. Know exactly which advisor generated each lead, automate prospect nurturing, and maintain complete regulatory compliance—all while protecting your firm's reputation.
See How It WorksSolve The Attribution & Compliance Challenge
RevX eliminates the tracking gaps and compliance risks that cost financial firms clients and create regulatory exposure.
Lost Client Attribution
When advisors share generic firm content or calculators, you lose visibility into who's actually bringing in new assets. This creates compensation disputes and prevents you from identifying top performers.
RevX Solution: Complete advisor-level tracking
Compliance Nightmares
Advisors creating their own materials or modifying approved content puts your firm at serious risk. One unapproved claim or missing disclosure can trigger FINRA violations and damage your reputation.
RevX Solution: Firm-controlled, compliant content
High-Value Lead Leakage
Financial decisions require trust built over time. When advisors can't maintain consistent, professional follow-up with high-net-worth prospects, those assets go to competitors.
RevX Solution: Sophisticated nurture sequences
CPA/Attorney Referral Blindness
Can't track which professional partnerships actually produce new clients and AUM. This prevents you from optimizing referral relationships and advisor collaboration strategies.
RevX Solution: Referral source analytics
Enterprise Attribution For Financial Firms
RevX gives you complete control over your firm's messaging while empowering advisors with personalized tools that track every prospect interaction and ensure regulatory compliance.
- Compliant content library - Retirement calculators, tax planning tools, and educational resources with proper disclosures
- Advisor personalization - Each advisor's credentials, photo, and contact info on firm-approved content
- Source attribution - Track leads from seminars, referral partners, digital marketing, or advisor networking
- Instant routing - Prospects assigned to the right advisor with complete interaction history
- Trust-building sequences - Educational content that establishes expertise and builds relationships
- Regulatory compliance - All content pre-approved with required disclosures and audit trails
- Partnership tracking - Measure which CPA/attorney relationships drive new AUM
Stop losing high-value prospects to attribution gaps and compliance concerns. Give your advisors professional tools while maintaining complete regulatory control.
How RevX Protects Your Firm While Driving Growth
A compliant system that tracks every prospect from first touch to account opening.
Build Your Compliant Resource Center
Create retirement calculators, tax planning guides, market insights, and educational content—all reviewed by compliance with proper FINRA/SEC disclosures. Develop resources for different client segments: retirees, business owners, or high-net-worth families.
Advisors Receive Personalized Links
Each advisor gets unique links that automatically add their credentials, headshot, and contact information to firm-approved content. Whether sharing at seminars, with referral partners, or through social media, every prospect is properly attributed while maintaining compliance.
Capture High-Value Prospects
When prospects use calculators or request consultations, they're instantly tagged to the originating advisor. Both the advisor and compliance receive notifications with full details, ensuring immediate response to high-value opportunities while maintaining oversight.
Build Trust Through Education
Automated sequences deliver market insights, tax planning tips, and retirement strategies over time. Content appears to come from the assigned advisor, building the trusted relationship essential for financial services while the firm controls all messaging and compliance.
Know Every Lead Source. Ensure Every Compliance.
Implement an enterprise attribution system that tracks prospect sources, ensures regulatory compliance, and drives more AUM. Let's discuss how RevX can transform your firm's growth strategy.
Schedule a DemoFINRA/SEC compliant. Enterprise security. Integrates with leading CRM platforms.
Common Questions From Financial Services Firms
Everything you need to know about implementing RevX for your advisory practice.
How does RevX ensure FINRA/SEC compliance?
All content in RevX goes through your existing compliance review process before any advisor can share it. The system prevents advisors from modifying approved content, ensuring every communication meets regulatory requirements. Each piece includes required disclosures, and we maintain detailed logs of what was shared, when, and by whom. This creates a complete audit trail for regulatory reviews and ensures your firm maintains compliance across all advisor communications.
Can we track seminar and event effectiveness?
Absolutely. RevX creates unique tracking for each event, allowing you to measure which seminars, webinars, or workshops actually produce new clients and AUM. Advisors can use QR codes or tablets at events to capture attendee information instantly. You'll see detailed analytics showing registration rates, attendance, follow-up engagement, and eventual conversions. This data helps optimize your event strategy and identify which topics and venues drive the best results.
How does this protect client data?
RevX is built with financial services security requirements in mind. All data is encrypted in transit and at rest, with SOC 2 compliance and regular security audits. Access controls ensure advisors only see their own prospects, while compliance and management have appropriate oversight. The system maintains detailed activity logs for security reviews. We can also implement additional security measures like IP restrictions, two-factor authentication, and custom data retention policies to meet your firm's specific requirements.
What content works best for attracting high-net-worth clients?
Sophisticated calculators and educational content build trust with affluent prospects. Start with advanced planning tools—estate tax calculators, retirement income projections, and tax-efficiency analyzers. Add thought leadership content about market insights, tax law changes, and wealth preservation strategies. Create targeted resources for business owners, executives, and retirees. Include case studies (properly anonymized) showing complex planning scenarios. The key is demonstrating expertise while making complex topics accessible, positioning your advisors as trusted partners for significant financial decisions.