Wealth Management starter · live demo open
A website that attracts the right clients.
AI-powered assessment tools, discovery call pipelines, client portals, lifecycle automation, and fiduciary positioning — built for advisors who limit their client count on purpose.
Live demo: Meridian Wealth Group
Included
What ships with this starter.
- 8 interactive assessment tools (4 AI-powered)
- Discovery call system with conversion context pipeline
- Client portal with document vault and life event tracking
- Quarterly review system with AI-generated prep materials
- 15-touchpoint lifecycle automation engine
- Newsletter archive with subscription management
- Fit quiz with honest outcomes (Strong Fit / Different Path)
- Programmatic SEO pages for city-service combinations
Audience
Who it’s for
Fee-only financial advisors, wealth management firms, RIAs, CFPs, and fiduciary practices who serve high-net-worth individuals and want to attract qualified prospects.
Outcome
What it does
Your wealth management site pre-qualifies prospects before discovery calls — AI assessment tools capture financial context, the fit quiz filters for alignment, and the conversion pipeline auto-populates discovery forms with everything the advisor needs. Lifecycle automation nurtures relationships at scale.
FAQ
Common questions
Financial Clarity Engine, Quiet Wealth Profile, Tax Efficiency Score, and Estate Gap Map — each uses AI-assisted analysis that flows into the discovery call.
Fiduciary disclosures on homepage, services, and all tool pages. SEC, FINRA, and ADV brochure references in the footer. All configurable to your firm's requirements.
5-tab portal: overview, document vault, quarterly reviews with AI prep, life event tracking with checklists, and settings. Role-based access for partners, advisors, and clients.
Live desk
Ready to put your wealth management site online?
Book the live build. Most clients go live the same afternoon — then take the handoff.