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Financial Services
SEC ComplianceClient PortalsAUM Growth

ウェルス・マネジメント・ウェブサイト開発

あなたのウェルスサイトは町中のRIテンプレートと同じに見えています

3.2×
Lead Conversion
vs. template sites
95+
Lighthouse Score
Performance target
<1s
First Paint
Edge-deployed globally
100%
SEC Compliant
Disclosure-ready
What Wealth Management Development Actually Fixes — And What It Won't

Your prospect lands on your site at 11 PM after Googling 'fee-only advisor Seattle'. They scroll past generic stock photos, vague promises, and buried disclosures — then click back to the search results. Wealth management website development means building a custom platform around your firm's advisory model: AUM-qualified lead funnels, SEC-compliant disclosure architecture, secure client portals for statements and reports, and CRM integrations that sync Redtail or Wealthbox without manual data entry. It's not a WordPress template with your logo swapped in. It's infrastructure built for how high-net-worth individuals research advisors — mobile-first, trust-signal-dense, and structured to answer compliance questions before your phone ever rings. If your current site can't segment a $2M prospect from a $200K tire-kicker in the first 30 seconds, you're bleeding qualified leads to firms with better digital operations.

プロジェクトが失敗する理由

Template sites that look identical to every other advisor in your market Prospects can't tell your firm apart from competitors, so they default to larger brands.
No secure client portal for statements, reports, or document sharing Clients lose confidence and start questioning your operational sophistication.
SEC and FINRA disclosure requirements buried or missing entirely That means regulatory violations, fines, audits, or forced takedowns.
Slow page loads and a poor mobile experience for time-pressed prospects 62% of HNW individuals research advisors on mobile — a slow site loses them before they read a word.
No CRM integration means leads fall through the cracks Marketing spend goes to waste when follow-up depends on someone manually checking their inbox.
Content management that requires a developer for every update Market commentary goes stale, blog posts stop, and your SEO authority slowly erodes.

コンプライアンス

SEC/FINRA Disclosure Framework

Disclosure pages, ADV links, and required disclaimers are built directly into every template. Compliance officers can review and approve content before anything goes live.

Encrypted Client Portal

Role-based access lets clients view performance reports, download tax documents, and message their advisor securely. Everything is encrypted at rest and in transit.

Performance Claim Safeguards

Content management rules flag testimonial and performance language for compliance review automatically. Violations get caught before they ever reach a live page.

SOC 2 Aligned Hosting

Deployed on infrastructure built to SOC 2 Type II controls. Automated backups, access logging, and incident response protocols come standard.

Accessibility (WCAG 2.1 AA)

Full accessibility compliance means your site works for every prospect and protects you from ADA litigation. Tested with screen readers and keyboard navigation.

Analytics & Attribution

Privacy-first analytics track prospect journeys from first visit to consultation booking. You'll know exactly which channels are bringing in your best clients.

構築する内容

Segment inbound leads by investable assets before they reach your calendar

Stop losing prospects to firms with clearer differentiation and stronger trust signals

Publish market commentary with built-in compliance approval workflows

Give clients secure access to statements, reports, and documents without email attachments

Sync client data across Salesforce, Redtail, Wealthbox, and custodial platforms automatically

Pass SEC and FINRA audits without scrambling to add missing disclosures after the fact

Calculate advisory fees in real time based on portfolio size and service tier

Capture mobile traffic from HNW researchers who abandon slow-loading template sites

Register clients for webinars and events with automated follow-up sequences

Turn marketing spend into scheduled meetings instead of orphaned form fills in your inbox

Display advisor credentials, specializations, and booking links on dynamic bio pages

Keep your content calendar moving without waiting on developers for every blog post

私たちのプロセス

01

Discovery & Compliance Audit

We review your current site, ADV filings, brand guidelines, and competitive positioning. Your compliance officer gets a checklist of required elements from day one.
Week 1
02

Strategy & Architecture

Information architecture is mapped to your client journey — from initial research to booking a consultation. Every page, integration point, and conversion trigger gets defined upfront.
Week 2
03

Design & Prototype

High-fidelity Figma designs that reflect the level of sophistication your clients expect. Interactive prototypes let you click through the full experience before a single line of code is written.
Weeks 3-4
04

Build & Integrate

Next.js front-end with headless CMS, secure client portal, CRM integrations, and compliance workflow tools. Every component is tested against performance and accessibility benchmarks.
Weeks 5-8
05

Launch & Optimize

Staged deployment with compliance sign-off, 301 redirect mapping, and post-launch monitoring. You get 30 days of support plus conversion rate optimization based on real traffic data.
Weeks 9-10
Next.jsSupabaseVercelTailwind CSSContentlayerPlaid APISalesforce Integration

よくある質問

ウェルス・マネジメント・ウェブサイトの構築にはどのくらい時間がかかりますか？

ほとんどのウェルス・マネジメント・サイトは8～10週間で立ち上がります。タイムラインはカスタム・ポータル要件、CRM統合の数、およびコンプライアンス・チームがコンテンツをレビューする速度によって異なります。可能な限り並行して作業を進め、スケジュールを維持します。

ドキュメント共有機能を備えたクライアント・ポータルを構築できますか？

はい。ロールベースのアクセス制御、ドキュメントのアップロードとダウンロード、パフォーマンスレポート表示、セキュアメッセージング機能を備えた暗号化クライアント・ポータルを構築します。すべてのデータは静止状態および転送中に暗号化されます。既存のカストディアン・レポーティング・ツールと統合することも、カスタム・ダッシュボードを構築することもできます。

SEC および FINRA のコンプライアンス要件にはどのように対応していますか？

開示ページ、ADVリンク、必要な免責事項はサイトアーキテクチャに直接組み込まれています。CMSにはコンプライアンス承認ワークフローが含まれており、サインオフなしに何も公開されません。証言およびパフォーマンス言語は自動的にフラグが立てられ、公開前に問題を検出します。

ウェブサイトは私のCRMおよびカストディアンと統合されますか？

Salesforce、Redtail、Wealthbox、HubSpot、および Schwab、Fidelity、Pershing などのほとんどのカストディアン・プラットフォームと統合します。リード・データは適切なタグ付けでCRMに直接流れます。カストディアンがAPIアクセスを提供する場合、ポートフォリオ・データをクライアント向けダッシュボードに取り込むこともできます。

ウェルス・マネジメント・ウェブサイトと通常のビジネス・サイトの違いは何ですか？

標準的なビジネス・サイトでは単に対応できない重要な要件があります：SEC開示フレームワーク、アドバイザー認定資格の表示、および高純資産顧客が資産運用企業に期待する設計品質です。テンプレートサイトはそのような要件を念頭に構築されていません。

継続的なメンテナンスとコンテンツ更新を提供していますか？

すべてのビルドに30日間の立ち上げ後サポートが含まれています。継続的な作業については、セキュリティ更新、CMSコンテンツ変更、パフォーマンス監視、およびコンバージョン最適化をカバーする保守契約パッケージを提供しています。ほとんどのウェルス・マネジメント・クライアントは月間保守契約を選択し、市場解説とチーム・ページを最新の状態に保ちます。

Wealth Management Sites from $14,000
Fixed-fee. SEC compliance built in. 30-day post-launch support.
See all packages →

Get Your Free Wealth Management Site Assessment

We'll review your current site and deliver a quote within 24 hours.

Get a Free Assessment
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