Find answers to frequently asked questions
Find answers to frequently asked questions
There are many factors to determine the best plan for your business. Including how big your team is, the amount of support you’ll need, functionalities of your website and more. The best way to determine the most suitable plan is to book a time with our Website Specialists to discuss your business needs and website options or Compare Our Plans here.
Pay annually to receive a free month on your subscription! Review our pricing page for more information (click the switch above the plan pricing to view the difference in monthly vs. annually payments).
We pride ourselves on creating beautiful and professional websites built for conversion, at an affordable price. We focus on delivering long-term value to our clients with compliance approvals, archiving, simple website management, and all the answers to your questions with our phenomenal in-house Support Team - which is available via chat, email, and phone.
Your domain name will need to be purchased separately from your website before we can help configure it (attach it to your website location). Our recommendation for the domain name provider is GoDaddy registrar.
Once you’ve purchased your domain URL, our Onboarding Team will help you complete the rest!
Our Automated Social Media Sharing Tool allows you to automatically share your blogs, events and other content directly to your Twitter and LinkedIn channels (Facebook coming soon).
You’re also able to link your social media accounts to any page of your website (home page, team page, and contact page are the most popular). It’s easy enough to set up on your own, but don’t forget that all of our plans include 1hr of support time if you need a helping hand!
Yes, you have the ability to post your own articles, videos and other content on your website. Your Onboarding Specialist will provide you with training throughout your website build.
Another way that we help elevate your online presence is through our Content Library which is equipped with pre-written content, videos, and infographics for you to use. All you need to do is select the one you like and publish it as your own or edit it to your liking. It’s an easy way to increase website conversion and stay engaged with your clients.
Your Onboarding Process will take approximately 4-6 weeks to design, create and publish your new website.
* Excluding BD approval time
Your Onboarding Process will take approximately 4-6 weeks to create, revise and design your new website. This timeline does not include any additional add-ons purchased or broker-dealer compliance approvals. Take a look at the illustration above to see how your onboarding process will look!
During the first revision of your website (the second stage of onboarding), your Onboarding Specialist will book a meeting to discuss what information will be transferred from your old site to new.
In some cases we are not able to transfer all content identically, however, our Onboarding and Design Teams are dedicated to ensuring your website looks beautiful and is built based on web design best practices.
You provide your own content for your website, however, we can provide you with templated content for you to update to suit your unique business (i.e. biography template, items to include in your about us section, etc.).
We also have a Content Add On Package that you can buy where you work with a content writer to write custom content unique to your business.
You will be provided with a dedicated Onboarding Specialist throughout the creation of your website. They will guide you through the onboarding process and be available for any questions that may arise while building your website.
Once completed, our phenomenal Support Team is available to answer any inquiries you may have about your website. All of our plans include 1hr of support per month and you’re able to reach our Support Team by submitting a ticket, chat or by phone through our Support Portal.
We pride ourselves on creating beautiful and modern websites that are built for optimal conversion! When beginning your onboarding process, pick from our selection of Website Frameworks. From this starting point, your Onboarding Specialist will work with you to personalize your framework to your business aesthetic.
Are you with a BD? Ask our Website Specialists about BD preferred Website Frameworks.
You will be provided your client log-in at the last stage of the onboarding process. At this time you’ll be able to log-in to your website at any time through our Client Log-In Page.
Yes we do. In the third stage of our onboarding process, we will be able to set up tools and integrations such as Content Auto Publisher, Social Push, Redtail CRM, etc.
If you’re not sure if we integrate with your specific provider, just ask us!
Our Compliance Engine streamlines the revision process for advisors who work with regulated firms. When you update your website, our platform creates a ‘shopping cart’ of changes that need to be sent to compliance for approval. Once you have finished editing your site, you simply have to click ‘submit’ to send all the changes to your compliance department. nce your compliance department approves the content, it automatically appears live on your website. It’s that simple!
We also have our PreApproval Engine. This feature allows your BD to add pre-approved content to their advisors Content Library - which means scheduling your content just got easier!
We are already set up with leading Broker Dealers. During the final stage of your onboarding process, your Onboarding Specialist will send your website to your BD Compliance Team for approval. It’s that easy!
From time to time we have special offers! Ask our Website Specialists for our current promotion.
Our team is dedicated to ensuring your success through all of our Website Add-on Packages. In order to ensure this success, we track touch-points depending on what add-on you’ve purchased. We also include follow-up consultations and provide revisions.
Ultimately our goal is to help financial advisors grow their business, by growing their online presence. Our add-on packages are one way we make this happen! Take a look at our SEO Case Study, Content Flyer, and Logo Examples or speak with our Website Specialists to learn more.
Pricing differs depending on which add-on option you choose. Most Add-Ons are one-time fees, however, we have a few ongoing plan options. Take a look at our Add-Ons Page to view their pricing!
It all depends on how quickly you complete the Setup Guide, including how many pages and pieces of content you choose to add. You have access to pre-written content that you can utilize, so you can complete most of the Setup Guide in a matter of minutes!
After the Setup Guide is complete, all you have to do is submit your website to compliance for approval (if applicable), and connect your domain in order to go live.
Absolutely not! The Simple Setup process allows you to by-pass the setup fees altogether and build your website for free. The only associated fees are with the purchase of your domain through a third-party provider. Once you have built your website and are ready to launch, you will need to select a monthly or annual plan. More info on on our plans here.
You have 14 days from the time you sign up to complete the Simple Setup process. This is your Free Trial period to build your new site with no setup fees!
Nope, a free trial is a free trial :)
If you’re experiencing difficulties or issues with your website setup or design, you may contact us at firstname.lastname@example.org or call our Support team at 866-638-0273.