Advisor Websites is a website builder and digital marketing platform that is built specifically for financial advisors. Its features include standard compliance, content library and scheduler, social media sharing, an analytics dashboard, and a blog functionality. Prices range from $109 to $319 per month, and it’s best for established small to mid-sized businesses.
Advisor Websites Pros and Cons
Helpful customer support
Lack of mobile applications
Can be more user-friendly
Option to redesign
Search engine optimization (SEO) is an add-on
Who Advisor Websites is Best For
- Financial advisors in companies that are already off the ground: Advisor Websites’ features offer great support for businesses with an existing foundation in terms of brand, organization, and services. Its pricing may not be ideal for startups and individuals.
Advisor Websites Pricing
The Advisor Website pricing guide shows three subscription plans: Traction ($109 per month), Expansion ($209 per month), and Tycoon ($319 per month). The main differences between the plans include the number of team members and access to premium features, such as social media sharing and a dedicated support specialist.
*Annual plans are paid in full at the start of the billing cycle.
Advisor Websites offers optional one-time set up packages: Assisted ($999) and Valet ($2,499). Users who opt for the Valet package may add search engine optimization (SEO) for $800. Content refresh ($700) and logo design ($600) add-ons are also available.
All plans include compliance archiving, phone and email support, and a secure sockets layer (SSL) certificate.
This is for businesses with up to five team members. Users get one hour of support work per month, blogging capabilities, a lead manager, and a statistics dashboard.
Content libraries (blog, video, and infographic content) become available to users from this subscription option upward. This plan also offers social media sharing and Redtail CRM integration, and it can accommodate up to 10 team members.
This is the only plan that offers a dedicated support specialist and priority phone and ticket support. Users may also enjoy fully personalized website branding as Advisor Websites’ mark will be removed. This option can accommodate up to 25 team members.
Advisor Websites Alternatives 2020
Boutiques, restaurants, and other businesses that prefer an elegant look and an easy-to-use interface
Users who need an intuitive website builder that also provides web hosting services
Retail shops with an online store that require an end-to-end ecommerce solution
Companies that need extensive site design options but lack engineering know-how
Those who use data-driven recommendations and accessible reporting metrics to optimize their website's effectiveness
Tech-savvy people who want to create websites with password-protected content
Advisor Websites Features
Advisor Websites’ features are specific to financial advisors and finance companies. Below are some of its most essential ones.
This streamlines the revision process for advisors who make transactions with regulated firms. Any updates made to the website are sent to the user’s compliance department for approval. This ensures that all content is appropriate before anything goes live.
Automated Social Media Sharing Tool
Blogs, events, and other content are automatically shared to Twitter and LinkedIn. According to Advisor Websites, Facebook sharing is going to be rolled out soon. Users may also link their social media accounts to any page on their website.
These are already working templates that users may choose from at the start of the onboarding process. The onboarding specialist assigned by Advisor Websites will then assist the user in personalizing the framework to fit their business needs.
Advisor Websites has a collection of pre-written content, videos, and infographic content for subscribers to use when creating a website. Users may edit any of these materials to their liking.
Summary of Advisor Websites Reviews
As of the date this article was written (January 22, 2020), there are no up-to-date Advisor Websites reviews available online. If you are a past or current Advisor Websites customer, please leave a review to help other users who are deciding whether or not to use the product.
Advisor Websites Frequently Asked Questions (FAQs)
Can users purchase a domain name from Advisor Websites?
No, they can’t. Users must acquire their domain name from a third-party provider, then Advisor Websites’ onboarding team will help configure it as necessary.
Can users import content from an existing website?
Not exactly, but there are options. During discussions with their onboarding specialists, users may specify what content they want to be transferred from their old site to the new one. This content may not be transferred identically, but Advisor Websites’ design team will do what they can.
Aside from Redtail CRM, does Advisor Websites integrate with any other third-party tools?
Yes, it does. Tools and integrations that are readily available include Content Auto Publisher and Social Push. Users are encouraged to reach out to Advisor Websites to inquire about a specific provider.
Our Top Website Builder Picks
If you aren’t sure if Advisor Websites is right for you, then this article on the 6 Best Website Builders is a review of our top choices. Our team looked at a variety of solutions and narrowed our recommendations down based on the price and features—such as the editor’s ease of use and website performance.