Financial adviser directory · admission by application
Admission follows a review of your application. Once accepted, you gain qualified visibility in your cantons and receive enquiries from homeowners and buyers that match your expertise.
Admission file
Fictitious exampleYour business
Mortgage · Pensions · Geneva, Zurich · EN, FR
The network
Members share the same standards: independence, a register listing, verified references. We keep the network balanced in every canton and every field, so that each member keeps their full visibility.
Selected peers
Every member was admitted on application, against the same criteria.
A balanced presence
The network grows canton by canton, field by field.
A recognised mark
Membership signals seriousness to your prospects before the first conversation.
French-speaking, German-speaking and Italian-speaking Switzerland: in French, German and Italian.
Admission by application
A directory open to everyone sets no one apart. Here, every profile was verified before admission. Your prospects know it: they contact you for your expertise, not for a price.
Open directory
RealAdvisor Finance directory
What the directory brings you
You receive enquiries from homeowners and buyers coming from our tools (mortgage review, calculators, Taux Radar) that match your canton, your language and your expertise.
Refinancing a house
Matches your profile
Your profile appears in the directory, on the pages of your cantons and towns, and alongside our mortgage content.
An audience with a real estate project, and journeys where your profile is recommended at the right moment.
Your verified reviews appear on your profile and can be embedded on your own website with the widget.
Profile views, enquiries received, local presence: a precise view of your visibility.
Featured placement
As a member, you can boost your visibility: your profile at the top in your cantons and specialties, given priority on local pages, recommended in our journeys. We present the terms once your application has been accepted.
Mortgage advisers · Geneva
Fictitious exampleAdviser A
Adviser B
Adviser C
Admission criteria
The same standards for everyone. Not every application is accepted. Every one receives an answer.
Adviser register under FinSA, FINMA, VBV or FinIA, depending on your activity. It is checked first.
Mortgage, pensions, insurance, tax or wealth, with your cantons and advisory languages.
Verified reviews that attest to the quality of your advice.
Prompt handling of enquiries, independent advice, transparency about your remuneration.
Application
Present your activity in a few minutes.
Review
We check the register and your profile.
Interview
A conversation with our team.
Profile online
Once admitted, we build your profile with you.
The directory works on a subscription basis. We present the terms in a conversation once your application has been accepted.
Work tools
Extend your profile with RAF PRO
CRM, calculators, documents with your logo and a client portal, connected to your profile in the directory.
The value of the directory rests on the reliability of each profile. Every adviser is verified before admission: that is what builds your prospects’ trust.
Any independent financial adviser or business active in Switzerland in mortgages, pensions, insurance, tax or wealth, and listed in the register that matches their activity.
The directory works on a subscription basis. We present the terms in a conversation once your application has been accepted.
You receive enquiries from prospects who visit your profile, as well as those we route to you by canton, language and expertise. No volume is guaranteed: it depends on your region, your fields and your references.
No. No commission on your mandates, no contacts sold individually. Your clients and your data belong to you.
We let you know and explain why. You can apply again later.
Present your activity in a few minutes. Our team reviews your application and gets back to you personally.
