Dedicated web solutions for advisors

Advisor website showcase

Why us ?

Together with iA Private Wealth, we offer advisors a simple, fast and affordable turnkey website creation solution optimized by digital marketing best practices.

Easy-to-use content management system

Conformity with IA

Outstanding customer service

Automatic updates

Selection of professional templates

Advanced hosting and security

Your packages

Express plan
Set up fees

$1000

+ $720/year. – Maintenance fees

Maintenance fees include:

  • Regular updates of the WordPress CMS, plugins, and site theme
  • Ongoing technical optimization and adaptation to Google’s algorithms
  • Regular backups of the site
  • Monitoring Google Search Console reports and correcting indexing errors
  • Updating privacy policies when necessary
  • Periodic checks of internal and external links to ensure they remain valid
  • Security monitoring and protection against vulnerabilities
  • Performance monitoring to ensure optimal site speed
Express plan – bilingual
Set up fees

$1500

+ $1080/year. – Maintenance fees

Maintenance fees include:

  • Regular updates of the WordPress CMS, plugins, and site theme
  • Ongoing technical optimization and adaptation to Google’s algorithms
  • Regular backups of the site
  • Monitoring Google Search Console reports and correcting indexing errors
  • Updating privacy policies when necessary
  • Periodic checks of internal and external links to ensure they remain valid
  • Security monitoring and protection against vulnerabilities
  • Performance monitoring to ensure optimal site speed
Custom plan
As from

$2000

 
 
* Must be added to a web plan

Add-ons

Domain name purchase

Assert your online presence with an exclusive domain name that faithfully reflects your professionalism and expertise as a wealth management advisor, making it easier for potential clients to find you on search engines. We'll handle the purchase and renewal, so you never miss a beat.

$99/year + tax

Logo creation

Establish a strong visual identity with a professionally designed logo that embodies your expertise and trustworthiness as a wealth management advisor. Our creative process ensures a unique and memorable logo that resonates with your target clients.

$399/one-time fee + tax

Hosting

Ensure the optimal performance of your website with our premium hosting service. Benefit from enhanced security, regular updates, and exceptional loading speeds to provide your clients with a smooth and professional experience. We take care of everything, from server management to maintenance, so you can focus on your work without any technical worries.

$199/month* + tax

Website Updates

Keep your website up-to-date with our Time Bank service. You receive 1 hour per month at a rate of $99/hour + tax for content updates, design tweaks, or technical adjustments, ensuring your site remains fresh and professional and continues to meet the expectations of your discerning clients.

starting at
$99/hour + tax*

* Our Time Bank is now offered at a rate of $99/hour + tax, allowing you to make quick and efficient updates to your website. Regardless of the plan you choose, you receive dedicated time each month to implement changes, adjustments, or improvements to your site. Services can be tailored to your needs, from content updates to more advanced technical modifications.

FAQ.

A professional website boosts your credibility and helps you attract and retain clients. It also serves as a platform to showcase your services, share educational content, and make it easier for people to get in touch.

We work directly with iA’s compliance office to validate your website content. This ensures that your site complies with current standards and requirements while showcasing your expertise.

The Express plan includes website design (with choices approved by iA) and annual maintenance:

  • $1,000 (one-time payment) + $720 per year.
  • For a bilingual website: $1,500 (one-time payment) + $1,080 per year.

The fully customized Custom plan starts at $2,000. Annual maintenance fees are added to this amount and vary depending on your project.

You can also add options to enhance your site. See the dedicated section on our page for all the details!

The Express plan is a quick and effective solution. It includes a website designed based on choices validated by iA, ideal for getting started quickly while complying with standards.

The Custom Plan, on the other hand, offers complete customization. Every element of your website is designed to reflect your unique vision and meet your specific needs.

In summary, the Express Plan focuses on simplicity and speed, while the Custom Plan emphasizes flexibility and exclusivity.

The average time frame is 2 to 4 weeks, depending on the complexity of your project. Our team ensures that each step is well coordinated to meet your expectations.

Yes, all our websites are 100% responsive and adapt perfectly to all devices, ensuring an optimal user experience for your customers.

Yes, we offer a customized writing service to showcase your services, tell your story, and engage your visitors.

We offer update packages to support you after going live and avoid additional costs.

Yes, writing is included in the Custom plan. We create tailored texts to showcase your services, tell your story, and engage your visitors.

Yes, absolutely! With our Express plan, you get a variety of options to quickly create a website that reflects your image, while maintaining a proven structure. If you want to go even further, our Custom plan allows you to design a fully customized website tailored to your specific needs and unique vision. You choose what works best for you!

Billing is done in two installments: the first covers website design and maintenance fees, while the second includes any additional options you may have selected. Invoices are issued by Shortkut.

  1. Choose your plan: Express Plan or Custom Plan.
  2. Confirmation of your choices:
    • With the Express Plan you will receive a confirmation email within 48 business hours after submitting your selections.
    • For the Custom Plan we will contact you within 48 business hours to discuss your needs and prepare a tailored quote.
  3. Billing: Your first invoice will be sent to you (see the “How does billing work?” section). Once it is paid, we will begin the project.
  4. Production: Our team will work on your website and build it according to your needs.
  5. Preview and launch: You’ll be able to preview your site, approve it, and we’ll bring it online!
Get started today and bring your web project to life!