IND.04Wealth managers · Advisory firms · Lenders
People choosing who handles their money read carefully and decide slowly. We design websites for advisory firms, wealth managers and specialty lenders that explain who you serve, how you work and what happens after someone reaches out.
- Prospects
- Is this firm for someone like me, and how are they paid
- Clients
- The login, the team and a number to call
- Centers of influence
- CPAs and attorneys checking before they refer
01What the website does
Built for the visit, not the template.
1.1
Who you serve, stated precisely
A firm for business owners preparing to sell reads differently from one serving physicians or retirees. We build the site around your actual client profiles so the right prospect recognizes themselves in the first screen.
- Client profile pages
- Planning situations in plain language
- Minimums and fit stated as you choose
1.2
Process and fee structure, explained
Prospects want to know what the first ninety days look like and how the relationship works. We turn your onboarding sequence and service model into pages that answer that without a sales call.
- Onboarding timeline
- Service model overview
- Approved disclosure placement
1.3
Advisor and team pages
Clients hire people. Team pages present credentials, roles and who a client will actually work with, using the designations and biographies your firm supplies.
- Advisor profiles
- Team structure by role
- Direct scheduling links per advisor
1.4
Client login and secure handoffs
Existing clients should reach the portal, document vault or custodian login your firm already uses in one step. Sensitive information stays in those systems, never in a website form.
- Persistent client login
- Links to your existing portals
- Contact forms that ask only what is needed
1.5
Content your compliance team can review
Insights, market commentary and guides are structured so every update can be routed for your internal review before BlueX publishes it.
- Review-ready drafts
- Dated, versioned posts
- Disclosure footers per page type
02Possible engagements
Where we could start for financial services teams
S.01
Advisory firm website rebuild
A new site organized around client situations, with team pages, an explained process and a scheduling path into a first conversation.
- Positioning and sitemap
- Advisor profiles
- Meeting request flow
S.02
Prospect intake and scheduling
A short qualifying form that routes inquiries to the right advisor and hands off to the scheduling tool your team already uses.
- Routing rules
- Minimal data collection
- Advisor calendars
S.03
Client resource center
A structured library of guides, checklists and year-end reminders that clients can find without emailing their advisor.
- Topic taxonomy
- Downloadable guides
- Seasonal checklists
S.04
Internal workflow tool
A focused web application for a repeatable back-office task, such as preparing meeting packets or tracking onboarding paperwork.
- Workflow mapping
- Role-based access
- Exports your team uses
BlueX designs and builds the website and tools; your firm owns the investment content, disclosures and regulatory review. We place approved language where you need it and keep client financial data inside the platforms you already use.
03Process
Our design and development process
P.01
Discovery call
We review your client profiles, current site and how prospects find you.
P.02
Structure
Client situations, team pages and disclosures are mapped before design.
P.03
Design and build
A responsive build reviewed in stages, with copy routed for your internal approval.
P.04
Launch and care
We launch, link your client systems and manage updates afterwards.
04Questions
Frequently asked questions
Yes. We place direct links to the client systems your firm already uses in the navigation and on relevant pages. Client data stays in those systems rather than on the marketing site.
05Next step
Let's talk about what your financial services website needs.
Tell us who your firm serves, how prospects find you and where the current website loses them. A 30 minute call with the person who would build it.