Testimonial iQ

Establish, grow and nurture your online reputation.

Testimonial iQ helps financial advisers grow by nurturing their online reputation. Built from the ground up for financial advisers, the platform facilitates client feedback and testimonials, including Google Reviews, with customizable compliance oversight and record keeping built in.

FPA Advantage

FPA members receive free white glove onboarding and a 10% discount on our all-inclusive platform.

Benefits

Features & Benefits

• Fully white-labeled platform lets you design branded feedback requests.
• Optional sync to Google Business Profiles to facilitate and monitor Google Reviews.
• Built-in marketing suite makes it easy to create website widgets or social posts from approved testimonials.
• Automatically embed required disclosures in all marketing content.
• Customizable compliance workflows to maintain end-to-end oversight of the testimonial process.
• Complete record keeping of the testimonial collection and oversight process.
• Download your full data at any time.