Slides Framework


Our marketplaces help our consumer, adviser and service provider customers source their ideal solution and importantly generate much of the valuable data that feeds our other products and services. These three customer groups comprise our three-sided digital marketplace. The goal of all marketplaces is for the additional presence on one side of the marketplace to stimulate the additional participation from another side(s) which then justifies even further initial participation (commonly called the “network effect” - participation breeds participation).

  • Find an Adviser platform

    • Our platform and rich data sets are highly configurable to produce internal dashboards and surveillance portal for licensees, or designed as a value-added white-label service for financial and non-financial institutions to help customers, policy holders, investors or employees with finding a financial adviser.
    • Adviser Ratings can white label our Find an Adviser platform to third parties and customise the view of the registered financial adviser universe and their data attributes for consumption by an end-user.
    • Parties may include super funds, life insurers or fund managers seeking to direct consumer enquiries to an adviser that covers their product.
    • Provision of advice services has become one of the leading customer acquisition and retention strategies for financial services institutions.
    • Improving financial well-being is also emerging as the latest employee engagement strategy by corporates, complementing established health and fitness programs.
    • The product provides the ability for financial and non-financial organisations to strengthen their brand and deepen their online engagement with customers.
    • Purchases of the service may also expose their users to Adviser Ratings’ rich source of topical content and “ask an adviser” services.
  • White Label
  • Find an Adviser (Human & Smart Tools)

    • Our intuitive platform allows consumers to find, compare and review financial advisers.
    • The site displays all currently registered financial advisers in Australia. Approximately 25% of all current advisers have ‘claimed’ their profile and are leveraging the platform to communicate with consumers.
    • There are over 20,000 consumer reviews of advisers on the website.
    • This is a free service for consumers and advisers. The absence of fees helps encourage higher traffic but is also important to remove the perceptions around conflict of interest that plague traditional lead-generation websites - supporting our values of trust, transparency and objectivity.
    • The Smart Tools review platform allows consumers to find, compare and review digital advice technologies.
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  • Find An Adviser

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