Home > Products > Revolve

Work Efficiently

Products

Next Steps


Downloads

  • No upfront fees with our pay-as-you-go-usage
    Only pay for what you use. Easily installed within weeks
  • Get your products to market 85% faster and easier
    Issue forms online quickly
  • Achieve straight-through processing
    Automated end-to-end processing allows you to process forms quickly and seamlessly

Forms automation software

Revolve is the expansion of traditional document and contract management software through our sophisticated automation engine. Our technology allows you to pre populate, share and store any form, contract or document securely online, whatever the size of the project.

While Revolve's core functionality and associated services are applicable to any industry with document processing issues, we have targeted financial planners and fund managers, insurance, super funds and finance businesses as the first verticals to focus on.

Our philosophy is to deliver benefits quickly to your user base and ensure implementation and usability of the system is straightforward and easy.

How does Revolve work for your industry?

Affirm has developed specialised solutions for wealth management, super, finance origination, insurance and real estate and tailored solutions for key customers in HR and funds management.

Automate the production of product disclosure statements and other forms online

  • Save time through automating product disclosure statements and other forms online
  • Reduce doubling handling through straight-through processing
  • Release your products to market up to 85% faster

Smart forms and dynamic fields

Revolve's smart forms technology enables us to disable editing of certain fields within a form that are irrelevant for the user to see and edit. This makes completing fields much faster and reduces the confusion and errors in completing documents and forms in Revolve. We also provide inbuilt fund allocation validations for fast tailored forms completion.

Implement within weeks

Revolve™ is a an easy to use secure web based solution that is cost effective to implement as it requires no upfront software costs. We will typically get you up and running on the system within weeks.

No upfront fees. Pay as you go

RevolveTM is an easy to use, secure web based solution that is cost effective to implement as it requires no upfront software costs. We will typically get you up and running on the system within weeks.

Flexible integration

The system integrates with many industry standard CRM platforms and databases, and is flexible enough to integrate with practice management and case management systems.


Revolve enables you to manage the whole document lifecycle

Revolve is the expansion of traditional document and contract management software through our sophisticated automation engine. You can centrally create, automate, share, store and manage all of your documents, forms and contracts in one secure online location.

Revolve Key Features

  • Form creator
    Pre populate forms, product disclosure statements or new blank forms
  • Smart Forms
    Dynamic fields which automatically show and hide based on user input. Smart validation rules and lookup services ensure error free data.
  • Template creator
    Include or remove text, dates, numbers, multiple choice options and calculations in documents and contracts
  • Calculator and computations
    Perform simple or complex calculations in templates
  • Automate forms using PDF
    PDF's can be used as the basis for forms templates as a rich interactive form online
  • Document Assembler
    Multi lingual support and ability to edit text and preview in assembly window
  • Searching and retrieving
    Search and retrieve all forms stored online quickly
  • 7 year storage
    Automatic filing of all scanned and signed forms online to comply with auditing requirements
  • Security
    Fine grain control of document, template and user access. Securely protect your documents online.
  • Tailored Solutions
    Custom or industry specific Workflows. Trigger Events such as emails, SMS, Work Queues and more.
  • Straight Through Processing (STP)
    Compatable with digital or manual signatures. No re-keying of data. Integrate error free data straight into your system. Split documents and send on for further processing.
  • Document History
    Full history and audit trail of all changes and edits made to forms
  • Document Sharing
    Ability to allow multiple parties to review, edit and approve forms
  • Document Portals
    Secure discussions around your documents. Control access to your documents online. Easily download PDFs of your completed forms/documents.
  • Fax, email and scanning
    Ability to fax, email and scan all forms into the system
  • Barcodes
    PDFs generated out of Revolve are stamped with smart barcodes, so that they can be automatically tracked.
  • Version control
    When a change is made to a field within a form, Revolve automatically updates every occurrence of that field in all document groups in which it appears
  • Systems integration
    Integrate to XPlan and COIN and most systems with an open API
  • Custom branding
    Revolve can look like an internal system to align with any system branding requirements