
85% of consumers trust online reviews as much as personal recommendations1
9/10 consumers read reviews before making a purchasing decision2
Top 3 reviews are one of the most important factors in determining SEO ranking3
In 2023, WiserAdvisor acquired Indyfin, an innovative client reviews platform that empowers firms large and small to survey clients, collect feedback, and publish 100% compliant client reviews across their digital ecosystem.
Improved SEO
Easy feedback collection
100% compliant
Valuable social proof
Publish in just a few clicks
Financial Advisors Grow with Indyfin
Joe Anderson
CEO, Pure Financial
Collect feedback
Indyfin, powered by WiserAdvisor, makes it easy for you to collect and analyze feedback from all your current clients. Not only does this result in client reviews, but you’ll also uncover clients who are most likely to give you a referral to boost your organic growth.
Improve your search ranking
Your verified Indyfin profile is a powerful input for search engines to improve your ranking. In fact, many reviews on Indyfin are picked up directly by Google and shown to searchers as they’re looking for advisors, providing immediate social proof.
Earn trust with verified reviews
Verified reviews from your current clients help you earn trust from online visitors. Prospects like knowing that you advise clients like them, and that others have seen success with your services.
Easily publish reviews across the web
With just a few clicks, Indyfin, powered by WiserAdvisor, empowers you to showcase your reviews at key touch-points across your digital ecosystem:
Indyfin Testimonials
Staying compliant
Indyfin, powered by WiserAdvisor, is compliant with the SEC’s new marketing rule in how it enables advisors to gather client reviews.
Indyfin’s proprietary technology and administrative features make it easy for your firm to remain compliant and in control to:
Verify that all feedback is from a current client
Monitor feedback for promissory or inappropriate language and PII
Review advisor profiles
Access education around new rules
Add appropriate disclosures regarding endorsements by Indyfin
Additional resources

The Art of Timely Follow-Ups: Converting Digital Leads into Clients

Financial Advisor Reviews: A Success Story in Client Trust and Growth
The financial advisory landscape is experiencing a significant transformation, with client reviews becoming a crucial strategy for firms aiming to build trust and attract new clients. One example is Pure Financial Advisors, a forward-thinking firm that is effectively utilizing this approach to enhance client engagement.

Adjusted for Risk: Increase Visibility, Credibility with the SEC’s Marketing Rule
During this enlightening conversation, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity.
Pricing
Basic | Pro | Enterprise | |
Verified profile on Indyfin | ![]() | ![]() | ![]() |
Feedback collection | ![]() | ![]() | ![]() |
NPS/overall score | ![]() | ![]() | ![]() |
Published reviews | ![]() | ![]() | |
LinkedIn, website and email widgets to drive visibility | ![]() | ![]() | |
Enhanced SEO visibility | ![]() | ![]() | |
Access to WiserAdvisor referral network (w/ discounted pricing) | ![]() | ![]() | |
Ability to download reviews | ![]() | ![]() | |
Ability to customize feedback survey | ![]() | ||
Firmwide feedback collection for multiple advisors | ![]() | ||
Your Investment | Free | $99/month or Free with WiserAdvisor | Call for info |