How it works – Partners

How it works partner guide, to understand FinVizer better.

FinVizer is a online platform where customers compare and consult the right financial planner.

Join us to grow your financial advisory business. Listing on FinVizer is simple. You can start selling in a day. All you need to do is provide your business details and profile information.

Finvizer
Step 1
Set up your listing on FinVizer
Set up your listing on FinVizer

Set up your listing on FinVizer – Fill the enrollment form and email the supporting documents mentioned in the form to partner (at) finvizer (dot) com.

Step 2
Receive customer leads & conduct trial consultations using FinVizer's tech platform
Receive customer leads & conduct trial consultations using FinVizer's tech platform

Thousands of customers can view your profile as soon as your listing goes live. As soon as you receive an order you can view and manage it using an easy to use order management dashboard.

FinVizer will coordinate with the customer and schedule a virtual or in-person consultation with you. FinVizer will also coordinate for collecting any client documents that you may require before the consultation.

Step 3
Sign-up the customer & Deliver the financial plan
Sign-up the customer & Deliver the financial plan

After the trial consultation, offer your regular services at your normal fees. If the customer agrees, sign the contract and deliver the required financial plan.

Step 4
Receive payment from Customer
Receive payment from Customer

Payment is deposited directly into your bank account by the customer. In case of any issues, FinVizer can help with customer followup.

Step 5
Grow your business
Grow your business

Get customized tips and suggestions to boost your performance and increase your sales.
Keep track of your account performance through your personalized performance dashboard and customized reports.
24/7 access to help to resolve your queries and help you grow your business.

Step 6
Expand globally
Expand globally

Take your products international and sell in the US/EU/UK/AUS/NZ through FinVizer.
Take advantage of FinVizer’s network reach and technology platform for fulfiling servicing international customers.