Slides Framework

Marketplaces

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.
    Testimonials arrow_forward
  • Find An Adviser

  • “Partnerships are integral to our business strategy and growth aspirations. We are excited to work with Adviser Ratings as they have the most powerful data sets on the advice channel and are committed to growing digital advice in Australia through their unique Smart Tools register that we are proud to be part of.”

    Pete McCarthy

    Executive Chairman
    MyProsperity

  • “Since we launched in 2014 online advice has given thousands of everyday Australians access to professional investment advice and portfolio management. It’s great to see Adviser Ratings support consumers and empower them with tools like this new platform to help them make the decision of who they should trust their money with.”

    Chris Brycki

    Founder and CEO
    Stockspot

  • “We are in an age of people using the internet to validate anything, whether it be Trip Advisor or Urbanspoon, people will validate decision making based on feedback by other people like them. When we think about financial advice, clearly there's been a lot of focus on the governance and Adviser Ratings data will help clients make a decision, which can be valuable.”

    Renato Mota

    CEO, IOOF

  • “The growth in DIY tools geared towards investing, financial management and savings are great for the unadvised, or consumers looking for a specific solution. However, with the proliferation of providers it’s also has become increasingly important to understand the service provider’s reputation given the sensitive data being shared. The Adviser Rating platform will help foster this trust, and allow customers to find the most suited solution to their specific need. Pocketbook, Australia’s largest non-bank PFM, is excited about the opportunity to partner with Adviser Ratings to help empower everyday Australian to take control of their finances.”

    Alvin Singh

    CEO & Founder
    Pocketbook

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