Purchase · Starter
Wealth Management website
AI-powered assessment tools, discovery call pipelines, client portals, lifecycle automation, and fiduciary positioning — built for advisors who limit their client count on purpose.
newvibecitywealthmanager.com
Included
- 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
All-in
$3,950 CAD
Complete wealth management website. Live session with our vibers included.
This site is for:
- Live build session included
- Your branding + content
- Deployed + production-ready
- You own the code — Replit or GH+DO