Whether you’ve been practicing for generations or just a few days, Advisor Websites has the perfect solution for you.
Startup
Use our do-it-yourself builder to get started
$0 Onboarding Fee
Base Features:
Responsive Themes
Compliance
Archiving
Free SSL
Traction
Everything you need to grow your business
$600 Onboarding Fee
Startup features +
Content Scheduling
Lead Manager
Onboarding Coach
Phone Support
Most Popular
Expansion
A complete, all-in-one digital solution
$1500 Onboarding Fee
Traction features +
10+ Integrations
Social Media Scheduler
Multiple Users
Live Chat Support
Tycoon
Customizable plan tailored for your team
$3000 Onboarding Fee
Expansion features +
Remove Powered by AW logo
1:1 Training
Priority Support
Account Manager
Commonly Asked
Questions
How does your 14-day free trial work?
Sign up, and get instant access to all our features for 14 days. You will have to upgrade to a paid account before the expiry of your trial period in order to keep using your account.
What if I already have a website?
No problem at all. Advisor Websites will help you transfer the content. In fact, it means that you’re already halfway to getting a new website since the content already exists.
Unfortunately, no refunds for professional services (standard and custom websites built by a Project Manager) will be provided to you if you elect to terminate your subscription.
Can I Removed the 'Powered by Advisor Websites' logo?
The final price of your website includes a $299 discount for the placement of the ‘Powered by Advisor Websites’ logo. If you would like it removed, please contact our Billing Department and a one-time $299 fee will be charged on your next invoice.
Do I have to pay taxes?
Unless otherwise stated, our charges do not include any taxes, levies, duties or similar governmental assessments, including value-added, sales, use or withholding taxes assessable by any local, state, provincial or foreign jurisdiction. We will invoice you for such taxes if we believe we have a legal obligation to do so and you agree to pay such taxes if so invoiced.
Do I have to provide my credit card details?
No. You don’t need a credit card to sign-up for our free trial. However, you need to add a credit card if/when you decide to activate your account, submit your website to compliance, request support assistance, go live with your website, or use any or our professional services.
Can I upgrade or downgrade between plans?
Absolutely. Simply log in to your website dashboard and click the billing menu at the top of the screen, then choose the ‘Order new services’ link under the ‘Services’ menu. You can then select your new plan.
No refunds or credits will be provided to you if you elect to downgrade plan. Downgrading your plan may cause loss of content, features, or capacity of the service as available to you under your account and Advisor Websites does not accept any liability for such loss.
What types of payment do you accept?
We accept Paypal, Mastercard and Visa. Please contact our Billing Department for more information.
If the card isn’t going through, sometimes banks will put a hold on them when making international purchases. If this is the case, please call your provider.
| Startup | Traction | Expansion | Tycoon | |
|---|---|---|---|---|
| Paid annually | $29/m | $79/m | $149/m | $299/m |
| Paid monthly | $35 | $95 | $185 | $325 |
| Onboarding fee | $0 | $600 | $1,500 | $3,000 |
| Templates | all | all | all | all |
| Complaince Archiving | yes | yes | yes | yes |
| Apps | all | all | all | all |
| Content Library | all | all | all | all |
| Content Scheduling | $ | yes | yes | yes |
| Theme Customization(Custimize Layout) | - | yes | yes | yes |
| Social content Library(Social Media Post) | - | $ | yes | yes |
| Newsletter | - | $ | yes | yes |
| Newsletter contacts | - | 500 | 500 | 500 |
| Landing Page | - | $ | $ | unlimited |
| Lead Manager | - | yes | yes | yes |
| Basic Integrations | - | $ | yes | yes |
| Zapier Integration | - | - | yes | yes |
| Custom Site Scripting | - | - | yes | yes |
| Remove AW Branding | - | - | $ | yes |
| API Access | - | - | - | yes |
| SSl | yes | yes | yes | yes |
| Storage | 100mb | 500mb | 1gb | 2gb |
| Users | 1 | 1 | 2 | 5 |
| User Based Rules & Permissions | - | yes | yes | yes |
| Website Importer | ||||
| Access to Pre-built Blocks | - | - | - | yes |
| SUPPORT LEVELS | ||||
| Group Webinar Training | - | - | - | - |
| Group Webinar Training | - | - | - | - |
| Knowledge Base Articles | yes | yes | yes | yes |
| Support Tickets | yes | yes | yes | yes |
| Phone Support | - | yes | yes | yes |
| Onboarding Coach | - | yes | yes | yes |
| Livechat Support | - | - | yes | yes |
| 1:1 Training Session | - | - | 1 | 2 |
| Priority Support | - | - | $ | yes |
| Account Manager | - | - | - | yes |
| Tasks | ||||
| ONBOARDING | ||||
| Get Started Calls | - | yes | yes | yes |
| Coaching Call | - | 2 Calls | 3 Calls | 4 Calls |
| Dedicated Account Manager | - | - | - | yes |
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Remember:
Advisor Websites™ is a global leader in website software for the financial and insurance industries. Our award-winning web-based platform is used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents and Brokers to create and manage compliant and user-friendly websites.