Getting Started with VouchedFor (Firm Portal)

Welcome to VouchedFor – your platform for uncovering insights, identifying risks, and driving performance across your firm using real client feedback.

This guide for the Firm Portal will walk you through:

• How to log in for the first time

• Navigating the homepage

• Understanding each menu item

Visit article here for information on getting started with adviser accounts.

You can log into your account anytime at: https://firms.vouchedfor.co.uk/login

On your first login:

1. Check your inbox: Look out for an email from VouchedFor Customer Service with the subject line “Your VouchedFor account”.

2. Set your password: Click the secure link to choose your password (minimum 8 characters, upper/lowercase, and a number), then click ‘Save Password’.

3. You're in! You’ll be taken directly to your portal homepage.

The homepage provides a high-level overview of your network or firm’s performance and engagement across VouchedFor.

Here you’ll see:

• Top-Rated Progress: Track how many of your advisers are qualified for the next Top-Rated Guide.

• Total Review Count: Total volume of client and prospect reviews across your firm.

• Overall Firm Rating: Average client rating for all advisers.

• Performance Goals: Firm-wide metrics tied to the Elevation goals - Prospect Conversion, Client Advocacy and Mitigating Risk

• Engagement Insights with public profiles (last 12 months): profile views and enquiries

The menu on the left is grouped into six key sections to help you manage performance across your business:

Start here to monitor key metrics and invite more client feedback.

• Home: Overview dashboard with review volume, performance insights, and engagement impact

• Send Invites / Invite History: View and manage client feedback invitations across your firm

Tools to enhance your firm’s visibility on VouchedFor's public directory.

• Public Firm Profile: Edit your firm's public profile on VouchedFor

• Marketing Tools: Certificates, widgets, and signature tools to support both firm-wide marketing and individual adviser promotion

• Top Rated Adviser: See which advisers are eligible and what’s needed to qualify

Track and analyse performance trends across your business.

• Overview: Understand your performance against the Elevation goals and how you stack up against the wider industry.

• Responses Over Time: Analysis of how your scores trend over time

If you are a network, you can see this overview for the whole network as well as for each firm.

Drill down into the product usage and performance of individual advisers.

• Overview: Summary of adviser metrics like overall rating and number of recent reviews

• Compare Advisers: Benchmark advisers against each other

• Responses Over Time: View individual performance trends over time

Understand how clients are engaging with your advisers and where improvements can be made. Track if adviser's have actioned these risks and opportunities within their own Account.

• Potential Risks: Answers that may indicate compliance or service issues

• Opportunities: Clients who may be ready to refer, engage further, or need follow-up

Export or filter responses by adviser, date range, or review type.

Manage adviser's public profiles and edit your risks and opportunities settings.

If you have any questions or need support, our team is here to help: customer_service@vouchedfor.co.uk