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Financial Services

SEC ComplianceClient PortalsAUM Growth

Desenvolvimento de Sites de Gestão de Patrimônio

Seu Site de Patrimônio Parece com Todos os Outros Templates de RIA da Cidade

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.

Onde os projetos falham

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.

Conformidade

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.

O que construímos

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

Nosso processo

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

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

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

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

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

Perguntas frequentes

Quanto tempo leva para construir um site de gestão de patrimônio?

A maioria dos sites de gestão de patrimônio lança em 8–10 semanas. O timeline depende de requisitos customizados de portal, do número de integrações de CRM e da velocidade com que seu time de conformidade consegue revisar o conteúdo. Trabalhamos em paralelo sempre que possível para manter o momentum.

Você consegue construir um portal de cliente com compartilhamento de documentos?

Sim. Construímos portais de cliente criptografados com acesso baseado em funções, upload e download de documentos, visualização de relatórios de desempenho e mensagens seguras. Tudo é criptografado em repouso e em trânsito. Podemos integrar com suas ferramentas de relatório custodiante existentes ou construir dashboards customizados.

Como você lida com requisitos de conformidade SEC e FINRA?

Páginas de divulgação, links ADV e disclaimers obrigatórios são construídos diretamente na arquitetura do site. O CMS inclui workflow de aprovação de conformidade para que nada seja publicado sem autorização. Linguagem de depoimentos e desempenho é sinalizada automaticamente para capturar problemas antes de irem ao ar.

O website vai integrar com meu CRM e custodiante?

Integramos com Salesforce, Redtail, Wealthbox, HubSpot e a maioria das plataformas custodiantes incluindo Schwab, Fidelity e Pershing. Os dados de leads fluem direto para seu CRM com tags apropriadas. Se seu custodiante fornece acesso a API, podemos extrair dados de portfólio para dashboards acessíveis aos clientes também.

O que diferencia um site de gestão de patrimônio de um site de negócios comum?

Algumas coisas que sites de negócios comuns simplesmente não resolvem: frameworks de divulgação SEC, exibição de credenciais de consultores, e a qualidade de design que prospects HNW esperam de uma firma que gerencia patrimônio sério. Sites template não foram construídos com esses requisitos em mente.

Você fornece manutenção contínua e atualizações de conteúdo?

Toda build inclui 30 dias de suporte pós-lançamento. Para trabalho contínuo, oferecemos pacotes retainer que cobrem atualizações de segurança, mudanças de conteúdo do CMS, monitoramento de desempenho e otimização de conversão. A maioria dos clientes de gestão de patrimônio escolhe um retainer mensal para manter comentários de mercado e páginas de time atualizadas.

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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Whether it's a migration, a new build, or an SEO challenge — the Social Animal team would love to hear from you.

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