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.
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.
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.
Receive payment from FinVizer
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.
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.