What is Testimonial IQ?

Testimonial IQ helps financial advisers get found, build trust and grow assets under management by proactively leveraging social proof. With Testimonial IQ, advisers can create custom tools to increase client engagement, generate Google reviews, build testimonial-based marketing content, and leverage compliance workflows designed specifically for SEC and FINRA-registered firms.

Make it easy for prospective clients to find and trust you

Today, consumers trust online reviews as much as a recommendations from a friend and most people won’t set foot inside a new business without reading Google reviews first. The 2020 SEC Marketing Rule finally opened the door for financial advisers to proactively manage their digital reputation with testimonials, endorsements and third-party reviews, but at more than 400 pages long, it also created complex oversight requirements. The challenge for financial advisers is how to take advantage of these new marketing tools while navigating nuanced compliance regulations.

The Testimonial IQ Solution

Testimonial IQ was developed specifically for the wealth management industry with direct input from attorneys, chief compliance officers and even former SEC examiners. We enable financial advisers to use branded tools to proactively craft their digital reputation by:

Generate Google Reviews

Testimonial IQ provides advisers with branded tools that make it easier for your clients to leave you Google reviews. This is one of the best ways to improve your SEO and stand out in local search.

Create and Share Testimonial Content

In addition to generating Google reviews, Testimonial IQ automatically captures client consent for using their feedback in marketing content. Select from approved testimonials, create posts, and share marketing content directly from the platform. You can even add widgets to your website which will automatically update as new testimonials come through.

Monitor Your Presence

Read feedback, track trends and identify your champions, all from within the platform.

Leverage Compliance Workflows

Testimonial IQ was built around FINRA and SEC requirements to provide advisers, marketers and compliance officers full oversight over the testimonial process. We make it easy to ensure all content goes through a standardized compliance review before being shared and that it includes required disclosures. We also store a thorough record of the oversight process in the event of an inspection.

Testimonial IQ Advisor Resources

FAQ's

About Testimonial IQ

Onboarding

Testimonial IQ is not an affiliate or subsidiary of Wealthcare.

This platform is only available to WCM and WCAP RIA advisors.  It is not for use by WCAP LPL Advisors.  

FOR INVESTMENT PROFESSIONALS ONLY

Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”, “WCM”, “WCAP”, “we”, “our”, “us”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940.  All Rights Reserved. 

GDX360® is Wealthcare’s fiduciary process that integrates goals based planning with investment implementation that includes cost and tax management services designed to put clients first.

WealthcareGDX® and GDX360® are trademarks of Wealthcare Capital Management IP LLC.

This website is intended to provide general information about GDX360® as a WCM and WCAP service. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

All investment advisory and financial planning services are offered through WCM and WCAP. WCM and WCAP will maintain all applicable registration and licenses as required by the various states in which WCM and WCAP conducts business. WCM and WCAP render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Click here to see the full list of disclosures.