Websites and online business tools for investment firms

Engage with those interested in investment advice

B12 is an all-in-one business solution that provides a seamless experience for your clients and the most efficient workflow for your firm.

Get started by letting us build a new website for your investment firm.

Websites and online business tools for investment firms

The team, technology, and tools to help wealth management firms

  • Reach potential clients online

  • Get hired by ideal clients

  • Schedule more consultations

  • Receive on-time payments for your services

  • Communicate with clients and leads in minutes

  • Focus on managing your firm, not your online presence

Digital tools for investment advisors

Websites
Websites

Experienced designers build a professional website that targets your ideal clients. As your firm evolves, so should your website. Update your site yourself or have a B12 designer do it for you.

Online Scheduling
Online Scheduling

Let visitors schedule, reschedule, and cancel appointments directly on your website. Sync your business calendar, customize your availability, and create various appointment types with different durations.

Online Payments and Invoicing
Online Payments and Invoicing

Send branded invoices and get paid faster. Automatic payment reminders are sent to clients, increasing your on-time payments. It’s convenient for them too — they can pay on your site via credit card, debit card, or ACH.

Email Marketing
Email Marketing

Send professionally branded emails to your contacts in minutes to share news and announcements. Save time by starting with wealth management-tailored email templates that always match your website.

Client Intake Forms
Client Intake Forms

Intake forms help you qualify prospects and use that information to streamline your client intake process. Whether you use one form for all prospects or detailed, service-specific questionnaires, B12 can set it up for you.

Contracts and eSignatures
Contracts and eSignatures

Make signing contracts more efficient for you and clients by accepting electronic signatures. Upload a PDF, mark up the necessary fields, and send it to your client in only a few clicks. No more faxes, printers, or emails back and forth!

SEO
SEO

SEO experts optimize your website for search engines like Google while also expanding your online footprint on accounting directories. Effective SEO can produce improved search rankings, traffic, and awareness of your firm.

Creative experts
Creative experts

Seasoned designers, copywriters, and SEO specialists are available to do the heavy lifting on website-related projects, freeing up your time to run your firm.

Automation
Automation

AI enables us to bring your business online 15x more efficiently than other platforms out there. B12’s automated workflows help you save time and see results faster.

The best way to grow your business online

Schedule a personalized demo today to let a B12 Consultant show you the difference we can make for your firm.

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Everything your business needs to thrive
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