Investment Advisor Website Build

Замовник: AI | Опубліковано: 01.01.2026

I’m setting up a new online presence for my investment advisory practice and need a full website built from scratch. The site must cover three core roles at once: smooth client onboarding, clear service information, and timely market updates. Because onboarding sits at the heart of the business, I want that flow to feel seamless. At minimum it needs: • Customer registration form • Identity verification step (KYC style) • Automated email confirmation that triggers as soon as the form is submitted Beyond onboarding, pages explaining each advisory service and a section for frequent market commentary will round out the site. Please structure the build so I can add future content—news posts, videos, or additional product pages—without touching code. Clean design matters, but equally important is security and GDPR-compliant handling of personal data gathered during registration and verification. If you prefer WordPress, Webflow, or a custom React stack, I’m open, as long as the final product is responsive, fast-loading, and easy for me to manage day-to-day. When you bid, tell me which platform you recommend, why it fits an investment adviser’s needs, and how you’ll implement the three onboarding components above.