The changes include factfind improvements, an intuitive ‘Aims and Views’ section, auto-generated standard quotes based on discussion areas and improved demands and needs generation screens.
Still to be rolled out this year is an enhanced compliance function and the option to claim procuration fees directly through Revolution.
The improvements to the system were unveiled at the Stonebridge conference held at the start of the month where it also informed members fee levels would remain unchanged.
It also announced mortgage completion levels which were up 88% on 2012’s figures.
Richard Adams, managing director of Stonebridge Group, said: “Our national conference was designed to allow members to hear about the huge strides we are taking and to understand the range of new developments and opportunities we will be offering in 2014.
“Of great value will be the changes we have made to Revolution which has evolved with the regulatory changes and ensures members have a top of the range, intuitive system to draw upon when dealing with clients.”
