Websites for financial advisers.
For licensed financial advisory firms, representatives and advisory groups. Prospects check the MAS register, then your site. The two should agree.
- ✓Within MAS advertising rules
- ✓Representative numbers on profiles
- ✓First draft in 14 days
AI systems that run behind it
Enquiries and CRM
Every enquiry stored with the page it came from, on a cloud account in your name.
- Database and CRM on your own cloud
- Exports any time, no lock-in
- PDPA consent stored per enquiry
Marketing OS
Agents that write and publish articles, and check whether ChatGPT and Gemini name you.
- Articles drafted weekly, you approve
- AI answers checked for your name
- Pages ranking 5 to 20 updated
Sales OS
An agent that finds buyers that fit, writes the first message and drafts every reply.
- Target lists by industry and size
- First messages in your voice
- Every reply drafted, you press send
Enquiries and CRM
The rules we build within
- Financial Advisers ActAdvertising clear, fair and not misleading; benefits balanced with risks and costs
- Register of RepresentativesNames and representative numbers match the MAS register; principal named
- ProjectionsNo returns, performance or projections beyond what your compliance team allows
- PDPA and DNCConsent per form; marketing messages only to those who opted in
What you actually pay for.
| Item | Typical package | cense. |
|---|---|---|
| Build price | Quoted page by page, extras added | From S$2,000, quoted in full |
| Service pages | Generic planning copy | Written for search, compliance-approved |
| Profiles | Photo and title | Representative number, principal, areas |
| Booking | Phone number | Form and calendar, stored in your CRM |
| Monthly maintenance | Retainer or hourly | S$0 |
| Ownership | Often the agency's account | Domain, code and hosting in your name |
| Actual price | S$XXX + add-ons + monthly fees | One quote. Then S$0 a month. |
Typical package and premium agency: figures commonly advertised or quoted in Singapore and Hong Kong. Terms vary by provider.
How it works
One call
We learn what you sell, who buys and what the site must do. No brief to write.
First draft
Every page designed and written, on a private link.
Live
Your principal's compliance team approves, then we launch.
Common questions · Financial advisers
Can a financial adviser representative have a personal website?+
Usually yes, with the principal's approval of every page. Check with your compliance team before the call.
Can the site show returns or case studies?+
Not unless compliance approves them. We write the service and the process, not outcomes.
Can the site show client reviews?+
Only where your principal and the rules allow it. The site can show or hide them without a redesign.
How long does compliance approval take?+
That depends on your principal. The first draft is ready 14 days after the call; approval sets the launch date.
Who owns the website?+
You do: the domain, the code and the hosting account.
If this website impresses you, wait until you see what we build for our clients.
Start with a free SEO report.
Send us your website. We send back what to fix, on WhatsApp, within 2 working days.