Your Website. Your Asset.




A custom advisor website, built to your brand and your voice.
One-time build fee. Your domain, your content, your brand.

One-time build fee.

Not a recurring subscription.


The Difference

Many advisor websites are subscription products. You pay every year for a platform, the design is a template shared by thousands of other advisors across the country. The content is generic.  The images used are seen everywhere. The build and the subscription are bundled together, so you never stop paying.


An inSymmetry advisor website is a one-time build. You pay for the build once. After that, the only annual cost is hosting on enterprise AWS infrastructure. The content is written to your voice. The design is built to your practice. There is no ongoing marketing subscription attached to it.


Every website we build starts with a genuine understanding of your practice: who you serve, how you work, and what sets you apart. We write the content in your voice. We design to your brand. And we build it on our no-code platform to run on enterprise-grade infrastructure that keeps it fast, secure, and visible.


For advisors in the Advisor Integrated Marketing (AIM) program, routine content updates are included. Your website stays current without a billable every time you need a change.


This is what a website built for a serious practice looks like.

Up to 50%

less than a subscription-based platform over three years.

Investment and Pricing

Subscription-based advisor website platforms charge ongoing fees year after year. The build, the content, and the platform are bundled together so you never stop paying. Over a three-year period, an inSymmetry advisor website typically costs up to 50% less. You pay for the build once. That is it.

A standalone advisor website is a single upfront project fee. If you are combining a website with an AIM program, you have the option to spread the website payment across the duration of your initial program rather than paying it all at once. You can also pay the full amount upfront if you prefer. This option applies only when a website is bundled with an AIM program. A standalone website remains an upfront project. If you are looking at both, ask us about this when you book your discovery call.


A Few Things Worth Knowing

One-Time Fee or Monthly Payments

1. Built on our platform

Your site is built on our no-code platform. Unlike WordPress, you cannot export the site files if you move to another provider. Your content is yours to use elsewhere, and we can update and maintain your site as your practice evolves.

2. Domain is yours to register

Your domain name (e.g., yourpractice.ca) is registered in your own GoDaddy account. This is your cost to own and it stays in your name regardless of your website. If you do not already have a domain, we will guide on registering one.

3. Custom email is separate

If you want a custom email address on your website and don’t already have one through your dealer, email hosting is a separate cost. Many advisors use their dealer-issued email address. We will clarify this in your discovery call.

Choose the build that fits your practice.

Three tiers. All custom. All yours. Investment is quoted based on your practice size, scope, and market.

Website Starter

Your professional digital home base.

Designed for every advisor entering our marketing program. This tier delivers the strategic framework that positions you professionally and ensures all future marketing is built on documented differentiation.

IDEAL FOR:

Advisors entering the market or establishing a professional foundation who need a digital presence.


WHAT’S INCLUDED:

  • Up to 5 pages
  • Content written to your voice
    and positioning
  • Bilingual language (FR/ENG)
  • Royalty-free images and video
  • Fully responsive design
  • Dealer co-branded and compliance-ready
  • Video training to get you started on your platform
  • AWS enterprise hosting setup (annual fee separate)


TIMELINE: 4 to 5 weeks

Website Foundation

A site that works as hard as you do.

Designed for established advisors ready to make their brand an engine for growth. Expanded scope, interactive client resources, and a structure built for how prospects find advisors today.

IDEAL FOR:

Advisors entering the market or establishing a professional foundation who need a digital presence.


WHAT’S INCLUDED:

  • Up to 8 pages
  • Everything in Website Starter
  • Client resource centre with branded planning calculators
  • SEO-optimized for Google and AI search discovery
  • Structured for search engines and AI answer platforms
  • One hour of hands-on training with our team + video
  • AWS enterprise hosting setup (annual fee separate)


TIMELINE: 6 to 8 weeks

Website Leader

Full brand differentiation at scale.

Designed for practices investing in comprehensive market differentiation. Expanded site architecture, customized calculators, multiple language capability, built to grow with your practice.

IDEAL FOR:

Advisors entering the market or establishing a professional foundation who need a digital presence.


WHAT’S INCLUDED:

  • Up to 15 pages
  • Everything in Website Foundation
  • Multilingual options
  • Employer specific sections
  • Custom photography brief and coordination
  • Custom, branded calculators
  • Fully editable for your team on an ongoing basis
  • One hour of hands-on training with our team + video
  • AWS enterprise hosting setup (annual fee separate)


TIMELINE: 8 to 10 weeks

96% of prospective clients research an advisor’s online presence before making contact. 73% of those prospects will visit your website. Your website is not optional. It is your first meeting.


How Americans Will Choose Financial Advisors in 2026 and Beyond — Wealthtender