2022 Australian Financial Advice Landscape Report is now available

Our Data Ecosystem

We help our clients make data-driven business decisions by supplying market leading industry insights, data services and research.

In October 2014, Adviser Ratings launched as Australia’s first independent marketplace of financial advisers. Today, we are a data and ratings business. This data and ratings business is the foundation of AR data. We service three financial services industry customer types.

Consumers icon

Consumers:

Adviser Ratings is solving the problem of information asymmetry that exists in the wealth space. Consumers just don’t know about the performance, skills, actions or regulatory compliance of those who they deal with in the sector. Without this information, consumers were previously not empowered to make the best buying decisions.

Advisers

Advisers:

Today, many consumer buying decisions are based on public reviews while at the same time adviser marketing to customers through a growing list of divergent media or relationships is costly, time consuming and not guaranteed to succeed.

Service prviders

Service providers and licensees:

Due to lax compliance standards in the past, the industry alone has set aside billions of dollars to compensate customers and for increased spending on risk and compliance to make sure it does not happen again. The advice market is changing rapidly, with significant fragmentation in the advice channel underway. We provide the data and insights to help manage the industry’s distribution and compliance risk.

Products & Services

Data & Analytics

Distribution

Contact lists combined with granular insights data and analytics allowing service providers to target marketing spend and reduce costs.

Nightingale API

The Nightingale API is the next evolution in the way AR data generates and distributes the Adviser dataset.

Fund flow management

By integrating the fund flows into your CRM alongside sales team activities, marketing campaigns and pipeline management, we bring all client interactions and outcomes together.

CRM management

CRM management

We can support your team by providing tactical, specialist and flexible CRM support.

Compliance & DDO

Compliance & DDO

Reduce regulatory risk by monitoring a range of critical information on the advice practices and making sure they fit into your Target Market Determination (TMD).

Data cleansing

Cleaning adviser contact databases to establish single adviser and practice views

Marketplaces

Find and adviser

Find an adviser

Our platform and rich data sets are highly configurable to produce internal dashboards and surveillance portal for licensees, or designed as a value-added white-label service.

Adviser marketplace

Adviser marketplace

A unique opportunity for service providers to promote their businesses to advisers and licensees while receiving quality feedback through ratings.

Market Research

Landscape report

Landscape report

The definitive research report on the latest developments in the Australian financial advice landscape.

Musical chairs report

Musical chairs report

Covers the latest themes and data on financial adviser movements around the industry.

Ratings

Adviser & Smart tools

Adviser & Smart tools

Our multiple rating services drive improved transparency, compliance and efficiency in the industry.

Licensees

Licensees

Industrial quality rating systems by Adviser Ratings on advisers and licensees, will make financial advice more accountable, accessible and affordable for all.

Service providers

Service providers

We collect insights on each category of industry participants by asking advisers a unique set of questions.

Some of our Clients

Qsuper
Aberdeen
Netwealth
Australian Super
ASX
Morningstar
Macquarie
Barrenjoey
Hub24
Magellan

Contact us