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Learn more about our robust features

    • Pay for lead adviser seats only. No charge for compliance, admin, marketing or support accounts

    • Discounts available for annual contracts

    • Discounts for firms with multiple lead advisers

    • Customize access controls for admins, marketers, CCOs and advisers

    • SSO supported

    • Add third-party marketing or compliance partners for no additional fee

    • Agency-enabled: manage multiple clients from a single Marketer or Compliance login

    • White-glove onboarding

    • E-mail and Zoom support available

    • Unlimited testimonial campaigns

    • Unlimited client surveys

    • 100% white labeled

    • CRM-based automation optional

    • Brand center to set your themes - automatically apply to future campaigns

    • Custom surveys (enterprise only)

    • Custom survey links (enterprise only)

    • Unlimited referral campaigns

    • Dashboard to monitor referrals in real-time

    • Custom campaigns (enterprise only)

    • Google Business Profile

    • Email: Outlook, Google Workspace and Constant Contact

    • CRM: Wealthbox & Redtail

    • Connect multiple Google Business Profiles; route client feedback to the appropriate location

    • Centrally monitor multiple locations from a single account

    • Optional workflows to compliantly boost Google Reviews

    • Create unlimited custom website widgets

    • Fully native widgets; no Testimonial iQ branding

    • Widget schema optimized to be read by search engines and LLM-based tools (ex, Chat GPT)

    • Customizable client attribution

    • Create and share social posts with approved testimonials

    • Required disclosures embedded automatically

    • Centrally control required disclosures for marketing content

    • Control privacy policy language for all campaigns

    • Prior approval of all campaigns and marketing content

    • Customizable testimonial review criteria

    • Optional P&P insertion template provided

    • WORM-compliant storage

    • Audit log of all account activity

    • Unlike directory sites, you own your data. Download your data at any time

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