Upvice.com unveils new site to help investment advisors generate leads for their business
Upvice announces the official launch of their new Web site, http://www.upvice.com, which helps connect investors with investment advisors. The mission of the company is to help investors get matched to advisors that are best qualified to meet their needs and most interested in their business.
“Upvice is the fastest and easiest way to find the right adviser,“ explains Christopher Joyce, CEO of Upvice Inc. “Investors can find financial advisors that have the experience they seek, get in-depth information about the advisor, and they can see how other investors rate the advisors. Advisors bid for the types of clients they want and pay only when we make a match.”
Upvice uses a proprietary algorithm to match investors to experienced, proven advisors that meet their requirements and have expressed interest in working with similar clients. Investors can get an excellent match with just their geographic location and portfolio size, or they can customize their search with additional details, such as preferred compensation model, investment goals, or risk tolerance.
Detailed financial advisor profiles are key to the Upvice website. On Upvice, each advisor maintains a comprehensive profile page, allowing investors to assess their services, philosophy, and other factors. Users can also rate financial advisors and can see ratings from other Upvice users.
At Upvice, rapid response times are built into the system. “We believe a great advisor understands the value of your time,” adds Joyce. Investors receive full contact information for their Upvice-matched advisor immediately, and will will be contacted directly within 30 minutes.
For investment advisors, Upvice is a new way to grow their business. Upvice is a sophisticated matching engine that empowers advisors to bid on and compete for investors that meet their qualifications. In other words, investment advisors can name their own price for high-quality leads on exactly the types of clients they want. Advisors can set bids based on the new client criteria that matter most to them, such as portfolio size, location, services needed, risk profile, and investment goals. Upvice only gets paid when an advisor accepts a lead, and they stand behind every lead with a money-back guarantee.
“For Investment Advisors, Upvice is a breakthrough business development tool that eliminates risk and maximizes revenue potential,” adds Joyce. “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.”
Click here to see video about Upvice and how it works.
Upvice Inc., based in Wilmington, Del., is the fastest and easiest way to find an advisor. Upvice is a sophisticated matching engine that empowers advisors to bid on and compete for investors that meet their qualifications. In other words, advisors can name their own price for high-quality leads on exactly the types of clients they want. Upvice Inc. is a Joyce Co company. To learn more about Upvice, visit the website at http://www.upvice.com.
About Joyce Co:
Joyce Co., based in Wilmington, Del., is a business development company specializing in identifying revolutionary ideas and turning them into successful start-up companies. To learn more about Joyce Co, visit the site at http://www.joyceco.com.
Tagged with: Bond Fund • Bond Funds • Bond Market • Business • Capital market • CBOE • CEO • CFO • CME • Commodities • Common stock • Dividends • DJIA • etf • Financial adviser • Financial planner • Financial Services • Forex • FX Market • Gold • Index fund • Industry • Inflation • Interest Rates • Investing • Investment • Investment Advisor • Investor • Markets • Mergers & Acqusitions • Mutual Funds • NASDAQ • NYSE • OTC • Preferred stock • ROI • S&P • SEC • Silver • Stock market • Stock Offering • Technology • Venture capital • Wall Street
Filed under: Business