The Upvice Advantage
Upvice is a new way to grow your business. Traditional investment advisor search websites are merely directories. They charge you an annual fee to be listed and provide no guarantee of results. If you do get leads, they are rarely pre-qualified by even basic criteria like portfolio size. You can end up wasting significant time and money without generating any new business for your firm.
Upvice is different. Much more than a directory, Upvice is a sophisticated matching engine that empowers advisors to bid on and compete for investors that meet their qualifications. In other words, you can name your own price for high-quality leads on exactly the types of clients you want. Upvice only gets paid when you accept a lead, and we stand behind every lead with a money-back guarantee.
For RIAs, Upvice is a breakthrough business development tool that eliminates risk and maximizes revenue potential. And investors win too because they get matched to the advisors that are best qualified to meet their needs and most interested in their business.
Target the investors you want
Set your bids based on the new client criteria that matter most to you, such as portfolio size, location, services needed, risk profile, and investment goals.
Compete for premium leads
When investors search for an advisor on Upvice, we match them to the advisor who best suits their needs. If more than one advisor is a great match, the lead goes to the highest bidder.
Preview leads before you buy
Unless you select “instant buy” for a particular bid, you have the opportunity to preview each lead as it comes in. You pay nothing until you accept a lead and receive contact information.