How it works – Partners

FinVizer is a online platform where customers select and hire the right financial planner

Join us to grow your business. Selling 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 orders from customers
Receive orders from customers

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
Deliver the financial plan & obtain customer signoff
Deliver the financial plan & obtain customer signoff

After the client consultations, you shall generate the required financial plan.
Your membership account comes enabled with FinVizer EasyShip – we pick the final report from you and deliver it straight to the customer. Let us do the heavy lifting while you focus on superior client service.

Step 4
Receive payment from FinVizer
Receive payment from FinVizer

Payment is deposited directly into your bank account within 7 days, subject to no pending complaints from customer. We deduct fees only after you make a sale and ensure you get timely payments.

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.