Turn Annual Review Meetings Into 5-Star Google Reviews. Win the Search for a Financial Adviser Near Me.

Yes. We can trigger review invites from Xplan, AdviserLogic, Midwinter AdviceOS or whatever CRM and practice management system you already use. Where a direct connection isn't available for your particular setup, we trigger from your calendar, your invoicing, or a simple client list you upload, and the client experience is identical either way.

Asking clients for genuine feedback about their experience is common practice, but how that feedback can be used in your marketing is governed by ASIC's advertising guidance and by your AFS licensee's own marketing policy. Some licensees require every template to be approved before it goes out, and a few restrict testimonials altogether. We give you the exact wording in advance so you can put it through your compliance process first.

You can't edit what a client writes. What you can control is your own wording: our invites ask about service, communication and how clearly things were explained rather than performance, which keeps most reviews on safe ground. Our drafted responses never confirm someone's client relationship or discuss their circumstances, and anything that looks like it breaches Google's policies can be reported for removal.

Everyone receives the same invite to review publicly. Screening who gets asked would breach Google's review policies. Revii adds a private feedback channel alongside it and alerts your team straight away, so you hear about a service problem quickly. This is a service tool, not a complaints system, and genuine complaints still need to go through your licensee's internal dispute resolution process.

Revii adheres to the Spam Act 2003 and the Australian Privacy Principles. Every message includes an opt-out and is sent only to your own clients following a service they have actually received. Message content stays generic enough that it never reveals a client's financial circumstances.

Google uses review volume, recency and average rating as part of how it ranks local businesses in Maps and local search. A practice adding reviews every month reads as active and trusted; a practice with a stale profile reads as neither.

Yes. Requests can be sent in the name of the adviser who ran the meeting and directed to the right Google Business Profile for each office, so reviews land where the client actually searched for you.

No. You start on a free 14-day trial, then it's month-to-month from $179. Change plans or cancel whenever you like.