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Financial Services
SEC ComplianceClient PortalsAUM Growth

자산관리 웹사이트 개발

당신의 자산관리 사이트는 다른 모든 RIA 템플릿과 똑같아 보입니다

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.

프로젝트가 실패하는 이유

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.

컴플라이언스

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.

우리가 만드는 것

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

우리의 프로세스

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

자주 묻는 질문

자산관리 웹사이트를 구축하는 데 얼마나 걸리나요?

대부분의 자산관리 사이트는 8~10주 내에 출시됩니다. 일정은 맞춤형 포털 요구사항, CRM 통합 수, 규정 준수 팀의 콘텐츠 검토 속도에 따라 달라집니다. 우리는 작업을 빠르게 진행하기 위해 가능한 한 병렬로 작업합니다.

문서 공유 기능이 있는 클라이언트 포털을 구축할 수 있나요?

예. 우리는 역할 기반 접근 제어, 문서 업로드 및 다운로드, 성과 보고서 열람, 보안 메시징이 있는 암호화된 클라이언트 포털을 구축합니다. 모든 것은 저장 중과 전송 중에 암호화됩니다. 기존 수탁자 보고 도구와 통합하거나 맞춤형 대시보드를 구축할 수 있습니다.

SEC 및 FINRA 규정 준수 요구사항을 어떻게 처리하나요?

공개 페이지, ADV 링크, 필수 면책조항은 사이트 아키텍처에 직접 구축됩니다. CMS에는 규정 준수 승인 워크플로우가 포함되어 있어 승인 없이는 아무것도 게시되지 않습니다. 증언 및 성과 언어는 자동으로 플래그되어 실시간 문제를 발견합니다.

웹사이트가 내 CRM 및 수탁자와 통합되나요?

Salesforce, Redtail, Wealthbox, HubSpot 및 Schwab, Fidelity, Pershing을 포함한 대부분의 수탁 플랫폼과 통합합니다. 잠재 고객 데이터는 적절한 태그와 함께 CRM으로 직접 흐릅니다. 수탁자가 API 접근을 제공하면 포트폴리오 데이터를 클라이언트 대면 대시보드로 가져올 수도 있습니다.

자산관리 웹사이트와 일반 비즈니스 사이트의 차이점은 무엇인가요?

일반 비즈니스 사이트에서는 단순히 다루지 않는 몇 가지가 있습니다: SEC 공개 프레임워크, 자문가 자격 증명 표시, HNW 고객이 심각한 자산을 관리하는 회사로부터 기대하는 디자인 품질입니다. 템플릿 사이트는 이러한 요구사항을 고려하여 구축되지 않았습니다.

지속적인 유지보수 및 콘텐츠 업데이트를 제공하나요?

모든 구축에는 30일의 출시 후 지원이 포함됩니다. 지속적인 작업의 경우, 보안 업데이트, CMS 콘텐츠 변경, 성과 모니터링, 전환 최적화를 포함하는 유지보수 패키지를 제공합니다. 대부분의 자산관리 클라이언트는 시장 해설 및 팀 페이지를 최신 상태로 유지하기 위해 월간 유지보수를 선택합니다.

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

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

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