In today's digital age, potential clients search online first. A polished, trustworthy website builds credibility, attracts high-net-worth clients, and showcases your services—all while meeting stringent compliance and privacy standards.
Without a modern website, your practice can seem outdated or difficult to find. A dedicated site ensures you:
Congero’s AI-driven platform empowers financial advisors to launch and maintain a high-converting website with zero technical hassle.
Get a fully functional site tailored to your practice faster than traditional development timelines.
Built-in SSL, secure hosting, and customizable disclosures ensure you meet ASIC and GDPR requirements.
Automatically optimized for local search so clients in your region find you first.
Text us any change—fees, team bios, new services—and see updates live in minutes.
Monthly reports show visitor behaviour, lead sources, and conversion performance.
Our team is on standby to answer questions or recommend best practices for your site.
From idea to live site—all via simple text messages.
Text “GO” to our WhatsApp bot or click to start.
≈5 secondsShare your firm details and compliance needs.
1–2 minutesOur AI applies your branding and compliance text.
InstantConnect your domain, start capturing leads, and track analytics.
60 secondsNo credit card required • Cancel anytime
One flat rate gives you everything you need to launch and maintain your financial planner website.
Answers to common questions about websites for financial planners.
Our templates include customizable disclosure sections and secure hosting with encrypted data storage. You can update or add disclaimers via text at any time.
Yes—add testimonials via WhatsApp and we’ll display them attractively with proper client consent notices.
Text your updated fee schedule and any associated disclaimers. Changes go live in minutes at no extra cost.
Absolutely. You retain full ownership and can export static HTML/CSS at any time—no lock-in policies.
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