About Amplify Reviews

Amplify Reviews is a compliance-first platform focused on helping financial advisors embrace online reviews on their own terms. The 2022 updated SEC Marketing Rule marked the beginning of the "reputation economy" for financial advisors, and Amplify Reviews gives advisor firms the approach, tools, and technology to make the most of this opportunity.

Firms use the Amplify Reviews platform and best practice approach to capture compliant testimonials from their verified clients. The testimonials are then published in the format of online ratings and reviews to maximize the impact and influence of this powerful social proof.

Throughout the entire process, the advisor firm maintains as much control as possible while remaining fully compliant with all regulations.

Amplify Reviews is specifically built for businesses in highly regulated industries, such as RIAs, Wealth Managers and general financial services. Our platform offers a compliance-first approach, ensuring that the collection, moderation, and display of reviews adhere to industry regulations. This focus on compliance minimizes the risk of regulatory violations while allowing advisors to leverage the influence and social proof of online reviews.

To get started, simply request a demo using the contact form on this site. One of our experts will tailor your implementation plan to your specific situation and needs. Our team will guide you through the setup and implementation process. Many clients can go live in as little as one week!

Amplify Reviews takes pride in the quality and responsiveness of our support experience. Either reach out directly to your assigned account rep or email support@amplifyreviews.com.

Yes, Amplify Reviews provides personalized onboarding service and resources to ensure you get the most value out of our platform and your testimonials. Better yet, there is no additional setup fee to get started.

Yes, Amplify Reviews provides tools for both moderation and verification of reviews. We offer multiple verification tools to ensure that reviews are coming from actual clients, adding a layer of authenticity to the testimonials. Moderation allows for the review of content before it is published, ensuring all testimonials meet a firm’s publishing policy as well as all compliance standards. Amplify Reviews serves as the archival record for all testimonial content, regardless of whether it is ultimately approved by compliance.

Yes! Amplify Reviews provides highly customizable widgets which can be easily embedded into your website. These widgets allow you to showcase positive testimonials directly on your site, enhancing your online presence and building trust with potential clients. Our focus is on building and supporting your firm’s brand, so we offer a tremendous level of customization for how your reviews get published.

Yes. Although each client is verified during the review process, the platform allows each reviewer to control how their name is displayed alongside their review. If you choose to enable “anonymous” as an option, then clients can remain anonymous to the public.

Yes, essentially all of the language during the review submission process can be customized to align with your branding and compliance preferences.

Our customers have a number of options for requesting reviews. Most clients take advantage of our in-app email outreach tool. Users simply customize an email template on our platform, upload the list of client email addresses, and choose when you want the invitations to be sent.

Yes — most financial advisors (especially RIAs) can use client testimonials (and reviews), as long as they follow the SEC Marketing Rule and/or FINRA guidelines. That means:

• Equal opportunity: every client must have a fair chance to provide feedback (no cherry-picking only the happiest clients).
• Required disclosures: include clear disclosures about compensation (there shouldn’t be any), whether feedback came from clients or non-clients, and any conflicts of interest. It also helps to note each testimonial reflects individual experiences.
• Recordkeeping: maintain written policy and documentation showing reviews are authentic and compliant.

Amplify Reviews simplifies this entire process, giving every client a chance to share feedback, moderating for compliance, adding necessary disclosures, and publishing reviews in a consistent, regulator-friendly format. Note: State-regulated advisors should consult local regulations to ensure alignment with the SEC Marketing Rule.

Google reviews live on Google’s platform and can boost local SEO visibility. However, they are outside your control — Google decides how they’re displayed, you can’t influence required disclosures, and there’s no way to filter out non-client voices.

First-party reviews (collected in a closed-loop system and hosted on your own site) offer:

• Full compliance control (disclosures, content moderation, recordkeeping)
• Permanent visibility (no risk of platform removal or policy changes)
• SEO & AI benefits (schema markup ensures search engines and AI tools recognize the content as verified reviews)
• Brand alignment (reviews are presented in a design consistent with your firm)

Reviews are now data points and signals of authority for both search engines and AI chatbots like ChatGPT, Gemini, and Perplexity. When a prospect asks, “What do clients say about [firm]?”, AI systems will pull from any online source with review data, including advisor websites with review content.

Structured, first-party reviews help because they:

• Clearly indicate credibility and trustworthiness
• Provide fresh, relevant, keyword-rich content
• Improve chances of appearing in featured snippets or AI-generated summaries

In short, your reviews aren’t just for prospects — they’re also for the algorithms that recommend you.

Amplify Reviews powers the process end-to-end:

• Email invitations go to all clients to ensure equal opportunity (avoid cherry-picking).
• Reviews are collected in a secure, closed-loop system; compliance reviews content before publishing.
• Built-in disclosures and formatting meet SEC requirements (customizable to your policies).
• On-site publishing with schema markup so search engines and AI tools can read and trust the reviews. Qualified traffic lands on the firm’s site, not a directory.
• Ongoing monitoring of any 3rd-party reviews left elsewhere online.

The result: a fully compliant, high-impact library of client testimonials that work for marketing, SEO, and AI visibility.

From a behavioral economics perspective, testimonials speak to the emotional, intuitive part of the brain that drives most decisions. Traditional marketing (bios, whitepapers) appeals to logic, which prospects often use to justify decisions rather than form them.

Testimonials are social proof in action. They show that “someone like me trusted this firm,” triggering trust faster than polished copy. For high-trust services like wealth management, even a short client review can outperform pages of sales material when it comes to building confidence and accelerating the buying decision.