- Revolve Overview
- Revolve Wealth Management
- Our Onboarding Solution
- Revolve Super
- Revolve Customised Solutions
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, which can be used in many different business applications.
We have developed vertical market product solutions in HR onboarding, wealth management, finance origination and are working on tailored solutions in superannuation and funds management. However, our product can be applied to any industry where document processing is an issue.
Our philosophy is to deliver benefits quickly to your user base and ensure implementation and usability of the system is straightforward and easy.
Revolve: Customised for you
Revolve is a powerful tool that allows you to take any paper based document, application or contract process and turn it into an efficient electronic document handling system.
In its simplest form we describe Revolve as turning your PDF forms into electronic online entry forms (eForms), but it is much, much more.
With powerful features which allow Revolve to workflow documents throughout an organisation and set trigger events against documents status changes, Revolve is capable of developing solutions from the simplest document handling process, through to the most complex.
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.
Revolve is flexible and converts all paper based processes into efficient web based processes.
The system integrates with many industry standard CRM platforms and databases, document management systems and is flexible enough to integrate with HRMS, practice management and case management systems or any system with an open API.
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.
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
Pre populate forms, product disclosure statements or new blank forms
Dynamic fields which automatically show and hide based on user input. Smart validation rules and lookup services ensure error free data.
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
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
Fine grain control of document, template and user access. Securely protect your documents online.
Custom or industry specific Workflows. Trigger Events such as emails, SMS, Work Queues and more.
Straight Through Processing (STP)
Compatible 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.
Full history and audit trail of all changes and edits made to forms
Ability to allow multiple parties to review, edit and approve forms
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
PDFs generated out of Revolve are stamped with smart barcodes, so that they can be automatically tracked.
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
Integrate to XPlan and COIN and most systems with an open API
Revolve can look like an internal system to align with any system branding requirements