Whether you are redesigning your website or starting fresh, it’s important to first do some research to determine what design options and provider will best align with your business needs and budget. However, finding the absolute best website provider for your advisor business can be tricky. With so many options available to you, how do you know which is the right solution for you? Today we’ll be sharing some information to help you choose the best website platform for your financial planning business.
Key Features at a Glance
 Twenty Over Ten |
 FMG Suite |
 Advisor Websites |
 Broadridge Advisor Solutions |
|
|---|---|---|---|---|
| Monthly Cost | $109 – $129 | $169 – $695 | $99 – $299 | $59 – $129 |
| Access to a designer |  |
 |
|
|
| Customizable design | |
|
|
|
| Responsive themes | |
|
|
|
| Free SSL Certificates | |
|
||
| Unlimited pages | |
|
|
|
| Unlimited landing pages | |
|
||
| Unlimited file storage | |
|||
| Compliance Archiving | |
|
|
|
| Lead Generation Forms | |
|
|
|
| Blogging | |
|
|
|
| Live Chat with Compliance | |
|
||
| Editable Editorial Content Library | |
|
|
|
| Support | |
|
|
|
| Trial Period | 14 days | 7 days | 14 days | 14 days |
| Local Search Optimization | |
|
|
|
| CRM Integration | |
|
|
|
= included // = additional cost beyond the basic packageThe Full Review of Website Providers for Financial Advisors
Below is a more detailed review of the fees and services offered by each of the aforementioned companies. All information is taken directly from each company’s website. For the most up-to-date information, please visit each company online to learn more.
Note: All prices listed below are accurate as of April 16th, 2019
If you’re interested in learning more about one particular provider listed below, just click on a name to skip ahead!
1. Twenty Over Ten
2. FMG Suite
3. Advisor Websites
4. Emerald
What to Know (What’s Unique)
Twenty Over Ten has become the most comprehensive website management and blogging content management system (CMS) for financial advisors, as well as the most secure. All clients on the platform can add SSL certificates to their sites automatically, at no additional cost which not only increases security for website visitors but also adds an additional SEO boost. With a single monthly price, all advisors have the ability to manage their entire online marketing and tailor their website design and content to add unlimited landing pages and lead generation forms, and all content is easy to update with an intuitive inline editor, which allows you to see exactly how your website changes will look in real time.
Content Assist is also included for all advisors on the Twenty Over Ten platform. Built into Twenty Over Ten’s proprietary website-builder, all Twenty Over Ten users are able to choose editorial-style blog posts by category (retirement, home-buying, young adults, etc.), load them on their website, and then edit and further optimize the content for search engines. The ability to customize and edit the content to add your own voice, SEO keywords, and further promote their expertise, or use the content as-is.
Our Do-It-Yourself website option is unique in that anyone can simply create an account on our platform, and then use our out-of-the-box frameworks to create their own website, with ZERO setup fee. And if you aren’t sure if you should do it yourself or work with our team to design it for you, we’ve got you covered.
We continuously enhance and update our platform to provide the best opportunities for advisors to market themselves, Twenty Over Ten recently unveiled new features and platform updates to give advisors an even better experience. Some of the most recent updates include: customizable call to action text, “intrinsic” background photo sizing, the ability to show or hide blog post updates, the ability to reset fonts and colors and much more.
What we are most proud of though, is our design and support team, and the fact that all clients can speak to a designer to help them communicate what makes them unique. Call (855) 360-1732 to learn more.
Monthly Price & What’s Included
$109/month (if paid annually) or $129/monthly
No contracts on month-to-month plans and special pricing available for advisors who are part of our preferred partners, networks, and Broker-Dealers.
What’s Included:
- Access to a designer (with certain setup packages)
- Responsive frameworks (fully customizable)
- Unlimited pages
- Unlimited landing pages
- Unlimited file storage
- Automatic Compliance Archiving
- Free SSL Certificate
- Unlimited Forms
- Unlimited blogging capabilities
- Blog content library
- In-app messaging with compliance (if advisors are affiliated with a Broker Dealer)
- 10,000+ Analytics (provided by Google)
- Unlimited Support: tickets, email support, access to knowledge base Articles
- Free 14 day trial period
- No commitment, cancel anytime
Getting Setup
Twenty Over Ten offers a build yourself, which gives advisors the opportunity to build a site themselves at no cost, or leverage one of their award-winning designers to do the heavy lifting and create a website for you.
Self Builder
NO setup fee + Free 14-day trial
Customize a Framework
Design your new website using one of our hand-crafted frameworks built by expert designers that you can easily personalize to match your unique brand. Upload your logo, choose colors, and personalize images.
Make It Your Own
Craft your content in-app using our intuitive inline editor, which allows you to see in real-time how your site will look as you are editing. Add Calls-to-Action, landing pages, and set up your blog.
Review & Publish
Connect to your compliance team if necessary and send for review before publishing. Publish to your own domains in one click while your website is archived automatically for you.
Starter Design
$500 one-time setup fee.
Select a Framework
First, select one of our expertly crafted frameworks as a basis for your website’s look and feel. Check out all of our framework demos:
Complete Intake Form & Provide Us Your Assets
Next, using our online intake form, send us your logo, team member headshots, team member bios, and company contact information. We’ll upload these to your new site and match your brand’s colors and fonts throughout to give your site a professional, cohesive look. We’ll also source images and upload them to each page of your new site.
Showtime!
We’ll send you login credentials for your new website within 7-10 days of submitting your completed form and assets. Once logged in, you can change any elements of the site that you wish: edit the copy, add additional pages, create additional forms – make the site uniquely yours!
Capitan, We Have Liftoff!
Once you are ready to publish, we will help you launch your website (including submitting to your compliance team if necessary). You’ll receive a wealth of support resources, including online tutorials to show you all of the incredible abilities of our platform.
Enhanced Design
$1,500 one-time setup fee.
Select a Framework
First, select one of our expertly crafted frameworks as a basis for your website’s look and feel. Check out all of our framework demos:
Provide Us Your Assets
In a Word doc or PDF (or other word processing document) send us your website content. Our Website Production team will Layout and organize your content to your selected framework and customize your homepage design.
Showtime!
We’ll send you a private URL to review a draft of your website. Once you review, you can submit requested content changes via email and our Website Production team will review and implement for you.
Once we send your draft, we require that you review it thoroughly and start making notes about requested changes. It’s best to do this within 15 business days of when the review is sent so we you don’t fall behind schedule.
Tailored Design
$3,600 one-time setup fee.
Initial Consultation
We want to get to know your business. You’ll meet with one of our expert designers to outline your website needs and the overall marketing goals and objectives your new website should help you achieve.
Creative Huddle
Our creatives will come together after your call(s) to collaborate and make sure your website best fits your voice and objectives.
After you (and your compliance team) review and approve your website, we will help you launch. You will then have access to training resources to learn how to make updates and manage your site with ease!
Premium Bundles & Add-ons:
Add-ons
Copywriting Forge
$1,200/one-time fee
Know what you want your website to say, but need help writing it? Look no further. Our team will interview you about your firm’s services, process, and philosophy, and produce compelling website copy that’s designed to build brand awareness and sell.
What’s Included:
- 1-hour discovery meeting (Information Gathering & Sitemap)
- 5 pages of original copy
- 5 pages of reworked content
- 1 round of revisions
SEO Essentials
$1,200 /one-time fee
Our SEO Setup Package delivers maximum impact by completing the most important SEO tasks in regards to how your website is set up and registered with Google.
What’s Included:
- Initial audit
- Google optimization
- Content strategy
- Implementation
Logo Design
$1,000 /one-time fee
Work with our design team to develop your brand’s identity, which is integrated into your website to ensure your online presence is consistent and seamless.
What’s Included:
- Initial Discovery
- 2 Additional Rounds of Revisions
- Website Application
- Deliverables
Copywriting Boost
$600 /one-time fee
This copywriting package is ideal for those who have existing content they would like to clean up for their new website. From your existing content, we’ll highlight your UVP, re-organize site navigation, and optimize SEO.
What’s Included:
- Rework homepage copy
- Revise up to 5 additional pages
- Optimize website navigation
Bundles
$4,700 /one-time fee
STARTER KIT :
What’s Included:
- Tailored Website Design
- Copywriting Forge
- Logo Design
- SEO Essentials
$4,000 /one-time fee
REVAMP :
What’s Included
- Tailored Website Design
- Copywriting Forge
- SEO Essentials or Logo Design
$3,300 / one-time fee
STANDARD :
What’s Included
- Tailored Website Design
Copywriting Forge
What To Know (What’s Unique)
FMG Suite offers a suite of tools for online marketing, such as technology to help with data insights, content, email marketing, social media, and many others. They come equipped with preloaded content, which for some advisors, can be beneficial, however, since it’s available to every advisor, it takes away from being unique.
Advisors do have the ability to customize their content, but it is generally quite pricey, so be prepared to shell out a decent chunk of change!
Monthly price & What’s Included
$169 /month
STANDOUT™ – Get a beautiful website preload award-winning winning content and some tools to drive traffic back to your marketing hub.
What’s Included:
- Responsive Website Templates
- Curated Content
- Blog & Event Builders
- Custom Email Builder
- Social Post Scheduler
- Automated Marketing Campaigns
- Support
$239 /month
CONNECT™ – In addition to a great website, add marketing campaigns that turn your clients into raving fans.
What’s Included:
- Everything in the STANDOUT package, plus:
- CRM Integration
- Handy Email Library
$329 /month (Most Popular Choice)
ATTRACT™ – Take your website and campaigns a step further with lead generation tools that draw in new prospects and grow your business.
What’s Included
- Everything in the CONNECT package, plus:
- Page Gating
- Ebook & Quiz Section
- Presentations
- Local Search
$695 /month
ELEVATE™ – Take your practice to the ultimate level with a dedicated Marketing Coach by your side, every step of the way.
What’s Included
- Everything in the ATTRACT package (minus the 6-Month Marketing Checkup), plus:
- Marketing Coach
- Personalized Action Plan
- Monthly Coaching Calls
- Unlimited Email Support
Getting Setup
Express: $299 setup fee
Choose from one of six themes.
Concierge: $999 setup fee
Choose from one of nine themes
Exclusive: $1,999 setup fee
Choose from one of 24 themes.
Access 24 limited edition designs and works with a designer.
Additional Services
FMG Suite offers a variety of copywriting services to help advisors develop copy for their website, local search, and branding services.
What to Know (What’s Unique)
As the oldest company in the field, Advisor Websites serves a broad range of financial advisors. While they offer a low price-point for their base StartUp package, keep in mind customization and compliance archiving is not included here. While Advisor Websites come with preloaded content (excluding the StartUp package), beware that content farming is bad for SEO and that content is available to all other advisors on the platform.
The Advisor Websites software makes it easy for you to maintain a website that truly reflects who you are without spending too much time and energy.
Monthly Price & What’s Included
$99/Month Annually (+$499 setup fee)
Traction
What’s Included:
- Compliance Archiving
- SSL Certificate
- Lead Manager
- 1 Hour of Support Work
- Content Library
- Blogging
- Statistics Dashboard
- Phone Support
- Email Support
- 5 Team Members
$189/Month Annually (+$999 setup fee)
Expansion
What’s Included:
- Everything in the Traction package, plus:
- Video Content Library
- Infographic Content Library
- Content Scheduling
- Social Media Automation
- Redtail Integration
- 10 Team Members
$299/Month Annually (+$2,499 setup fee)
Tycoon
What’s included:
- Everything in the Expansion package, plus:
- Dedicated Onboarding Specialist
- Priority Support
- Bi-Annual Website Review
- 25 Team Members
Getting Setup
StartUP: No onboarding fees
Users create sites by themselves
Traction: $499 onboarding fee
- Content loading up to 10 pages
- 2 scheduled calls
- Customized website branding
Expansion: $999 onboarding fee
- Content loading up to 20 pages
- 3 scheduled calls
- Customized website branding
- 3 design revisions
- Video banner
- Access to premium stock photo library
tycoon: $2,499 onboarding fee
- Content loading up to 20 pages
- 3 scheduled calls
- Customized website branding
- 3 design revisions
- Video banner
- Access to premium stock photo library
- Dedicated Onboarding Specialist
- SEO add on service
- No Advisor Websites Branding
Additional Services
Advisor Websites currently offers a variety of add-on services including SEO, basic and premium logo design, and a content refresh option.
What to Know (What’s Unique)
Broadridge Advisor Solutions (formerly known as Emerald Connect), helps advisors with prospecting clients, retaining them and branding solutions. They offer seminars and direct mail campaigns, assist with newsletters and offer cutting-edge websites to take your advisor site to the next level.
Monthly Price & What’s Included
Broadridge advisor solutions website options:
$59.99/Month (+$199 setup fee)
Advisor Website
What’s Included:
- Flexible Layout
- Custom Colors
- Easily Editable Content
$129/Month
Digital Advisor Platform
What’s Included:
- Website
- Email Marketing
- Custom Colors
- Sponsored Name Placement
- Local Business Listing
existing client bundles:
$49 /setup
“Good Deal”
What’s Included:
- Existing website design help
- Minimum of 4 Newsletters
$49 /setup
“Better Deal”
What’s Included:
- Existing website design help
- Minimum of 4 Newsletters
- Help with email marketing
Free Setup
“Best Deal”
What’s Included:
- Existing website design help
- Minimum of newsletters
- Email marketing
- Sponsored name placement
- Local business listing
new client bundles:
$99 /setup
“Good Deal”
What’s Included:
- Website design help
- Minimum of 4 Newsletters
$149 /setup
“Better Deal”
What’s Included:
- Website design help
- Minimum of 4 Newsletters
- Help with email marketing
Free Setup
“Best Deal”
What’s Included:
- Website design help
- Minimum of 4 newsletters
- Email marketing
- Sponsored name placement
- Local business listing
Struggling With What Content to Share on Social Media or via Email?
We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).
