Review Software for Financial Advisors
Software designed for a financial advisory firm, not a generic SaaS dashboard. SMS-first, low admin, and a phone-friendly interface for when you're between mortgage advices.
14-day free trial · No setup fees · Cancel anytime
What the Software Does for Financial Advisors
Six features, all built around the same job: turn a finished consultation into a posted review with the least possible work from you. Nothing fluffy. Nothing you'd never use.
SMS review requests
Sent the moment you finish a consultation. SMS gets a 90%+ open rate within minutes.
Sentiment gate
Unhappy clients give private feedback. Only happy ones go to Google.
Automatic follow-up nudge
If a client doesn't respond to the first request, one polite reminder goes out a few days later. Then it stops — no nagging.
Private feedback inbox
Every low rating that didn't go to Google lands in your dashboard with its comment, so you can call the client back and fix the issue.
Conversion stats
See how many requests you've sent, how many clients clicked through, and how many actually posted a review.
Bulk import past clients
Upload a CSV of recent clients and send a one-off request to all of them — a fast way to bank a wave of reviews.
What Software Like This Solves for Financial Advisors
Generic CRMs treat a financial advisory firm like a tech startup. Bespoke booking software costs hundreds a month and barely touches reviews. Below are the four specific problems this software was built to fix.
Financial services have a trust deficit after years of mis-selling scandals
Clients don't understand the value until years later
FCA regulation means you can't make claims about performance
Robo-advisors and online platforms compete on price
Top-ranking financial advisors typically have 20-50 Google reviews.
Why Financial Advisors Need Review Software in the First Place
Financial advice is a long-term trust relationship. Clients are handing over their financial future. Reviews about honest advice, clear explanations, and genuine care for the client's goals overcome the industry's trust deficit. Software solves the asking problem at scale — you can't do this by hand and run a business at the same time.
"financial advisor near me"
Google shows the top three results for this search based heavily on review count, rating, and recency. Most clicks go to those three.
Trust signal
For a financial advisory firm, reviews are the first social proof potential clients see — long before they ever talk to you.
Permanent asset
Unlike VouchedFor, Google reviews are free, owned by you, and don't disappear when you stop paying.
Designed Around the Reality of Financial Advice Work
From the busy week of a financial advisor juggling a mortgage advice and a pension review on the same day, to the slow weeks — the software pulls its weight in both.
mortgage advice
A client who's just had a mortgage advice from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
pension review
A client who's just had a pension review from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
investment planning
A client who's just had a investment planning from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
retirement planning
A client who's just had a retirement planning from you is the easiest review you'll ever ask for — when the moment is right. The system catches that moment.
Financial Advisors Pricing — Simple and Flat
14-day free trial on the plan you choose. Card required. Cancel from the dashboard anytime.
Lite
Enough credits for around 30 consultations a month.
- Up to 30 message credits per month
- SMS review requests
- Automatic follow-up nudges (can enable/disable)
- Sentiment gate (review filtering)
- Analytics dashboard
- Email support
Starter
Enough credits for around 150 consultations a month.
- Up to 150 message credits per month
- SMS review requests
- Automatic follow-up nudges (can enable/disable)
- Sentiment gate (review filtering)
- Analytics dashboard
- Email support
Growth
Enough credits for around 300 consultations a month.
- Up to 300 message credits per month
- Everything in Starter
- Priority support
Questions About the Software
What features does the software include for financial advisors?+
SMS review requests, an automatic follow-up nudge, sentiment-gated routing (so unhappy clients go to private feedback, not Google), a private feedback inbox, a stats dashboard showing requests sent and conversions, your existing Google reviews displayed in-app, and CSV bulk import. Nothing bolted on you'd never use.
Does it work on my phone?+
Yes — that's the point. The whole interface is built to be used between consultations on a phone. Add a client in under 15 seconds.
What's the difference between this and free Google review request links?+
A static link doesn't get sent, doesn't filter unhappy clients out, and doesn't tell you who hasn't reviewed yet. The software does all three.
Can I cancel anytime?+
Yes. Monthly rolling — cancel from the dashboard with one click. No retention calls, no contracts to wriggle out of.
Software that earns its keep — for financial advisors.
No setup fees, no annual contracts, no per-seat pricing. Just the features that move your review count up and your admin down.
Try the Software14-day free trial · No setup fees · Cancel anytime
Other Professional Services we work with
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More for financial advisors
Same topic, different angles — useful if you're researching how reviews fit into your wider financial advice business.
Further reading
Articles from the blog that go deeper into the topics on this page.