Indyfin helps Advisors to find out what makes their business special, and how they can serve clients better.
Download our guide
Fill out the form to get useful information.
of investors were likely to make a referral when they "highly trusted" their
advisor*
Source: The evolution of Vanguard Advisor’s Alpha® :
From portfolios to people
Investor feedback with purpose
Our tools make it easy for you to collect and analyze feedback from your clients. We uncover clients who are most likely to give you a referral.
Leverage client feedback to earn Indyfin Referrals
Once feedback has been gathered and the Advisor profile created, we’ll start sending on referrals of Investors that specifically match the expertise of the practice.