Grow your business without the hassle

Firmchecker makes your financial planning business stand out while your team focuses on advising clients

It’s competitive out there. Get an edge.

Firmchecker is the automated, end-to-end client experience platform for modern financial planners, helping you to stand out from the crowd.

Capture more leads

  • Easy consultation requests on your website and ours

  • Meetings armed with the info you need to make a great first impression

  • Capture client data to get feedback and reviews with one click

Build a killer online presence

  • De-risk your Google Reviews by pre-screening for happy clients

  • Boost your Google My Business Profile with ‘Reviews around the web’

  • Show you are experts in what you say you are and reduce sales effort

Automate review collection

  • Start review sequences with one click

  • Follows up clients while you focus on what matters

  • Smart verification means clients aren’t blocked by Google logins

Get more referrals

  • Access client experience data to boost your performance and referrals

  • Reduce churn and stamp out client pain points

Frequently Asked Questions for Financial Planners

Google reviews is designed for cafes, bars, laser tag venues, hair salons, dog walking businesses…you get the idea!

Firmchecker is designed specifically for professionals, and brings out detailed insights into your customer service that Google Reviews cannot. 

Here are some other benefits of using Firmchecker instead of Google Reviews if you’re a professional services provider:

  • Clients can leave feedback privately, which many prefer to do rather than describe their important personal matters online
  • Respondents do not need to sign up or log in to an account to leave a review, which stops clients from leaving reviews on Google and provides a frustrating experience associated with your firm
  • If clients do leave you a great review on Google, we make it easy for them to duplicate their review on Google Reviews, which de-risks your online presence
  • The detailed insights into service quality, areas of expertise and value for money give thousands of more discerning clients comfort that your firm is right for them.
  • If used properly, your Firmchecker profile will boost your Google presence as it becomes indexed by Google My Business
  • Unlike Google, all reviews are checked by technological and human means

We had over 50,000 users in 2021, most of whom use the site to be more confident in their purchase decisions. On an individual profile, this can range from 50-200 hits per month, so it is very cost effective traffic that is highly qualified. 

But the traffic isn’t the only benefit. Your profile will index with your Google My Business profile, and you can also embed our ratings, review and booking widgets on your own site to turn your online traffic into more paying clients. 

And it’s all highly automated. 

Firmchecker is great client reviews and a killer online presence without the hassle or expense.

We don’t remove reviews purely because they are negative, and clients have the option to leave feedback privately. 

However, all reviews are checked by technological and human means prior to publication to screen for misleading, false, defamatory or obscene content. 

In the event that you feel a review is any of the above, you can speak to someone in Australia to have it reviewed.

Yes. We have over 13,000 verified client reviews on the platform which grows daily. Our subscribers typically experience a response rate of 20-40% to survey requests. 

Plus, our review system is highly automated, with automatic reminders to clients who don’t complete the review. 

So, you don’t have the hassle of keeping track of which client has responded and following up with them manually, which is time consuming, expensive and awkward.

It’s free to have a Starter account so you can take a look around our software. 

To get the full benefits of Firmchecker, upgrade to Marketing Pro which is just $99 per month with no lock-in contracts.

You can access our questions by signing up to a Starter account and looking at your unique survey link.

Unfortunately not, however you can link your Google and Firmchecker profiles so that your pre-qualified happy clients on Firmchecker can duplicate their great reviews on Google with just a couple of clicks.

Yes. There are no lock-in contracts or minimum terms. 

Yes. If you pay annually upfront, it’s $1,000 including GST – which saves you $188 per year.