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