Quickly Identify High-Quality Investment Professionals

With registered professionals across 63 countries managing over $13 trillion in assets, Planet of Finance has quickly become a «must be» network for finance professionals.

Historically, people looking for a financial advisor either relied on recommendations from friends and family. Peer reviews have become a useful way to increase the search size but also increase the likelihood of finding the best match.

Peer Reviews in Financial Services

«We feel that learning about a financial advisor’s experience and qualifications as well as what others have said about them will give prospective clients a better sense of who the right person to manage their money is,» Olivier Collombin, founder of Planet of Finance, says.

Doing business online has changed the way investment professionals engage with their prospects. Data and transparency matter more than ever before. The «Planet of Finance Rating» will encourage investment professionals to embrace a more transparent approach to communicating about their strengths and weaknesses.

#GetRated for More Transparency

«With this feature we want to convey the message that finding the right expert goes beyond experience and outlook and that the need for trust and transparency are paramount in feeling secure in our choices,» Collombin adds. The Planet of finance Rating will be based on a 5-Star system and focus on qualitative feedback.

Do you want to receive a Planet of finance Rating or recommend an investment professional? Register Here

Planet of Finance provides financial solutions for everyone. With professional members in 63 countries managing more than $13 trillion in Assets, Planet of Finance is the largest digital marketplace dedicated to wealth management.