DOCUMENT MANAGEMENT SOFTWARE FOR FINANCIAL Horizons ADVISORS
Revver helps financial advisors simplify client documentation, stay compliant and eliminate manual workflows with Revver's AI powered platform.
Exclusive for Financial Horizon members:
Free for 3 months, then $99 USD per month
STREAMLINE YOUR DOCUMENT MANAGEMENT
Enhance client engagement by automating your document dependent work.
Seamless Client Onboarding
Simplify onboarding with intuitive document management software built for financial advisors. Easily capture new client information, such as document requests and renewal forms, and automatically create the right folder structure, permissions, and sharing workflows through an intuitive user interface.
Simplified Advisor Onboarding
You can get started with Revver in a single conversation. A Revver agent will help you start using folder templates to organize your client files, enable secure sharing and turn on workflow automation. From there, your team can start using it right away, and begin realizing value almost immediately.
Streamline Client Management and Collaboration
Revver gives advisors one place to manage client documents and share them securely. No more chasing files across email or different tools. Clients and colleagues can access what they need, when they need it, which keeps work moving and reduces unnecessary back-and-forth.
FINANCIAL ADVISORS DOCUMENT MANAGEMENT SOFTWARE
THAT WORKS FOR YOU
Financial documents and their associated tasks won’t ever take precedence over your customers again.
Unlock Critical Data Instantly
Automatically capture usable data from documents using AI metadata and OCR extractors for full-text searches, AI summaries and automated workflows without any manual work on your part.
Simplify document requests with secure document sharing
Give your agency a secure, organized client portal for seamless collaboration on policy management documents. Use secure links in your email signature for easy file uploads—delivering a professional, consistent branded experience that strengthens your brand and builds client trust.
Find any document in seconds
Locate a specific file amongst thousands of documents easily with advanced full-text and metadata search functionality.
Automate organization with Smart Folder Structures
Maintain a consistent folder structure that automatically includes all required documents for each new client file. With Revver, it’s easy to update folder structures at scale—for new years or standard documents—keeping your agency organized, compliant, and audit-ready.
Stronger Security with Simpler Compliance
Safeguard protected data, prevent security breaches, and ensure policy compliance while streamlining audits—making them faster, easier, and far less stressful—with Revver’s document management software for insurance teams
WINWARD FINANCIAL
SIMPLIFIES COMPLIANCE AND SAVES TIME WITH REVVER
Curious how other advisors are making their work easier? In this video, the team at Winward Financial shows how Revver helps them serve clients faster, stay compliant without the hassle, and cut costs along the way. You’ll see how everything connects, secure document access, real-time collaboration, and a seamless CRM integration. Watch now to hear their story and picture what Revver could do for you.
Sam Winward
Winward Financial Group
THE KEY TO DRIVING
Financial advisors EFFICIENCIES
Revver helps you securely optimize your document workflow, enabling you to accomplish more without the need to increase your current employee count.
| THE KEY TO DRIVING INSURANCE COMPANIES EFFICIENCIES |
|---|
| Increase your agency's efficiency through automation tools that standardize, centralize and seamlessly share relevant policyholder information. |
| Accelerate processing times for new policy issuance and claims. |
| Enhance data security measures and compliance with audit trails, data encryption, robust security features, and automation that reduces human error and meets regulatory requirements. |
| Improve policyholder onboarding, policy renewal and lifecycle management. |
| Deliver differentiated customer experiences by focusing vital resources on customer service, not on documents and document-dependent work. |
Transform
the way you work with documents—for good.
”
EBOOK
THE INSURANCE GUIDE TO PROCESS AUTOMATION
GET ANSWERS
FREQUENTLY ASKED QUESTIONS (FAQ’s)
What is included in the 3-month trial?
You get full access to the Revver platform, including document storage, workflow automation, AI search and summary capabilities, and security features. There are no feature limitations during the trial period.
How long does it take to get started?
Most advisors can get up and running after a quick 30 minute set up call. Revver is designed for fast setup without heavy IT involvement, so you can begin organizing documents and automating workflows with ease.
What types of documents can I manage in Revver?
You can store and manage all client-related documents, including:
- Client onboarding forms
- Policy and investment documents
- Compliance records
- Signed agreements and disclosures
- Internal operational documents
Simplify Document Managment With Revver
Ready to automate your document processes?
Let Revver's comprehensive document processing platform work for you.
AI Form Filling: How AI Automates Document Completion
Learn how AI form filling uses OCR, data extraction, and field mapping to automate form completion, reduce repetitive tasks, and improve document intake.
Document AI: The Complete Guide to AI-Powered Document Management
Learn what document AI is, how document processing works with OCR, NLP, and machine learning, where businesses use it, and how to choose the right platform.
press release: A New Revenue Model at Revver Aims to Drive Smarter Growth in Document Management Software
Justin Edwards has been promoted to Revver’s Chief Revenue Officer. This is a positive shift in the document management software provider’s revenue model.