How it works
Upvice allows you to bid for the types of clients you want and pay only when we make a match.
Need Help? Get more info.
Create your Profile
Joining Upvice is quick and easy. Our system is linked with the Uzurp database, allowing us to populate most of your information as soon as you “claim” your account.
You can then customize your business profile page with a logo or photo and as much detail as you like about your clients, assets, specialties, and team. You can even change the color scheme for a unique professional look.
Your public profile page also includes a contact form, a Google map of your location, and a ratings area where Upvice users can recommend you.
Fund your Account
Upvice is a bidding system, similar to Google AdWords. In order to make bids, you must fund your account with at least $10. You can add more funds or request a refund at any time for any reason. Upvice accepts all major credit cards.
Browsed Lead Acceptance
When you fund and activate your account, you will be required to agree to a basic “browsed lead” fee. This means that you will pay Upvice a small fee when you accept contact information from an investor who browses the Upvice directory and contacts you directly through the form on your profile page. You have the option to pass when this type of lead comes in, but browsed leads are usually an excellent value. The cost is low and, as long you have filled out your profile completely, you can be fairly confident that investors who find you in this way have pre-qualified themselves. Most investors who browse the Upvice directory instead of using our search engine are experienced enough to know exactly what they’re looking for and take advantage of our detailed filtering options.
Set your Targeted Bids
A targeted bid consists of a dollar amount and your choice of investor criteria. For example, you might decide to bid $100 for any investor in New York City with a portfolio over $1 million. The value you assign to each bid is completely up to you.
You can create as many bids as you want, and you can edit your bids at any time. Your bid criteria can be as simple or as detailed as you wish. Criteria may include portfolio size, location, services needed, risk profile, and/or investment goals. In general, you will get more leads with broader parameters, but detailed bids are also valuable to help you connect with niche prospects.
Compete for Leads
Upvice uses a proprietary algorithm to match investor searches with advisors. The first priority is to ensure the best fit for the investor. If you are the best fit for the investor and the highest bidder, you get the lead. If another advisor is a better fit, they get the lead, even if their bid is lower.
Upvice allows you to view and search all active bids in the system. You can see what certain types of clients are worth to other advisors and adjust your bids accordingly.
Receive Leads
Upvice is designed to connect investors and advisors as quickly as possible. You have two options for receiving leads.
Instant Buy
When you create a bid, you can select “instant buy”. If you have selected this option and a match is made, you will immediately receive the investor’s contact information and your bid amount will be deducted from your account. Instant buy is ideal when your bid criteria are specific enough to ensure a good fit for your firm.
Lead Preview
If you do not select instant buy, you have the opportunity to preview leads as they come in. You will receive an email notification as soon as the lead arrives, and you will be able to see all available information about the investor, except their contact information. You then have 30 minutes to accept and pay for the lead, or pass and return it to the pool.
Grow your business
As you can see, Upvice is a comprehensive marketplace that lets you control your business development strategy. Because you determine the qualifications for leads you buy from Upvice, you have a much higher chance of securing those leads as clients for your business.
Money-Back Guarantee
Upvice guarantees the quality of all leads delivered through our bidding system. While we cannot guarantee that every lead will convert to a client, we are committed to optimizing your chances for success. If you receive a lead that you cannot use because it does not match your stated requirements or contains inaccurate information, we will happily refund your money.
