Elevation FAQs
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 feedbac...
Getting Started with VouchedFor (Adviser Accounts)
Welcome to VouchedFor – your platform for uncovering insights, reducing risk, and driving improvements across your business using real client feedba...
Estimated values of Commercial Opportunities
Opportunity Estimated Opportunity Value Prospects will "maybe" use the adviser's services in the future Prospect intends to use the adviser's services...
Customising Bulk Invite Emails with Merge Fields
The bulk invite tool allows you to send personalised emails at scale by using merge fields , placeholders that automatically populate with each rec...
Custom Email Invite Templates
Want to personalise the invites your clients receive? You can now create a custom email template tailored to your firm or network. This feature gives ...
Elevation overview
Elevation is an enhanced client survey from VouchedFor. It helps you collect client feedback and act on it to drive business growth. Increase referra...
Two-Factor Authentication (2FA)
To keep your account secure, we support Two-Factor Authentication (2FA). 2FA is enabled for the professional forever This is not possible, when 2FA i...
Which parts of the review are public and which are private?
Publicly displayed questions for advisers / firms on Verified as well as Elevation are: Star rating (overall rating, plus ratings for quality of ser...
Automating Feedback Invitations Using Our API
To use this, please contact your Account Manager or email customer_service@vouchedfor.co.uk Below is a process overview as well as the key variables ...
What happens if an adviser moves firms?
For advisers on Verified and Elevation: If an adviser from your firm leaves and moves to another firm, or sets up their own firm, their profile will ...
How to use the Elevation Consumer Duty Alerts email
Make sure the right people at your firm have access to the weekly email We recommend asking your account manager to add your compliance team to the di...
Adviser Frequently Asked Questions
Elevation is a system that uses private feedback from clients to help advisers and firms deliver excellent client experience. Elevation analyses feed...
Commercial Opportunities across Elevation
Commercial Opportunities Please see the table below for how to find the prospect / client for which a potential commercial opportunity exists. On both...
Troubleshooting Uploads in the Review Invite Tool
The Review Invite Tool is designed to help you easily send review invitations to your prospects and clients. However, during the upload process, you...