Get started with Wealthbox + Testimonial iQ

Testimonial iQ is a compliance software platform that enables advisors to strengthen their reputation and grow their business by generating a steady stream of client testimonials and Google Reviews. With the Testimonial iQ integration, advisors can automate and streamline the collection of reviews by sending white-labeled, pre-approved feedback requests after each client meeting. This integration ensures that testimonials are gathered effortlessly and compliantly, allowing advisors to focus on building trust while maintaining regulatory standards.

Simplify client feedback collection with the Wealthbox integration, allowing advisors to generate testimonials and reviews effortlessly.