Financial Advisor Reviews
We’ve prepared this 3 minute video to demonstrate how Wealthtender is designed to help advisors collect and display testimonials and endorsements in a manner fully compliant with the new SEC rule.
How Wealthtender Compares: Financial Advisor Reviews
Wealthtender is the first independent advisor review platform designed to be fully compliant with the SEC Investment Adviser Marketing Rule.
See how Wealthtender compares with other platforms in the comparison table below.
|wdt_ID||Features||Wealthtender||Advisor Website||Google Reviews||Yelp|
|1||Is the platform designed for compliance with the SEC Marketing rule?||Yes||Maybe||No||No||No|
|3||Are profile pages exclusive to each advisor?||Yes||N/A||No. Competing advisors displayed on page.||No. Competing advisors displayed on page.||Yes|
|6||Can I turn reviews off and still enjoy all other platform benefits?||Yes||N/A||No||No||Yes|
|7||Can I compensate clients for reviews as permitted by the SEC?||Yes||Yes||No. Prohibited by Google.||No. Prohibited by Yelp.||Yes|
|8||Can I solicit reviews?||Yes||Yes||Yes||No. Prohibited by Yelp.||Yes|
|9||Are there potential SEO benefits?||Yes||Yes||Yes||Yes||Yes|
|10||Can I add "clear and prominent" disclosures required by the SEC?||Yes||Yes||No||No||No|
|11||Can reviews be displayed anonymously?||Yes||Yes||No||No||No|
|12||Can I easily request removal of 'bad actors' as defined by the SEC?||Yes||Yes||No||No||No|
|13||Has the platform been reviewed by an experienced securities attorney?||Yes||Maybe||No||No||No|