Slides Framework


Our multiple rating services drive improved transparency, compliance and efficiency. Consumers rate advisers, advisers rate service providers, and Adviser Ratings rates advisers and advice licensees. The combination of crowd-sourced opinions by consumers and advisers, supplemented by industrial quality rating systems by Adviser Ratings on advisers and licensees, will ultimately make financial advice more accountable, accessible and affordable for all and foster valuable outcomes for all participants.

  • Adviser Ratings

    • Advisers are rated by their customers by completing a customer satisfaction survey.
    • The results of each review are displayed while also aggregated to produce an average score.
    • Customers are able to leave a comment with the adviser having a right of reply.
    • Adviser Ratings also assigns a score to all advisers based on a number of factors.
    • These scores translate into quality badges that complement the customer satisfaction score
    • Adviser assessments should be made after consideration of both outcomes.
  • Adviser and Smart tools Adviser Ratings

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