B12’s website editor makes it easier than ever to grow your financial planning business online

Our website editor is both powerful enough for B12 experts to create unique website designs and straightforward enough for you to make edits in one click.

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Get a website editor for financial planning

More ways to customize your financial planning website

B12 gives you three ways to launch and maintain your website simply and seamlessly: Our algorithms, our do-it-yourself (DIY) editing experience, and our do-it-for-you (DIFY) opportunity to work with a team of experts.

When you initially create your site, B12 algorithms build out a full draft that includes a relevant structure, theme, and content. Any time you add a new section or page, algorithms populate it with relevant text and images that you can edit.

The B12 editing experience makes it incredibly simple for you to routinely update your website, like changing its copy or adding a new section. And with the click of a button, you can work with an experienced design expert to add complex integrations and build out your site to help you grow your business goals.

Using the B12 website editor for financial planning websites

Our AI gives your website a head start by automatically populating it with carefully curated financial planning-specific copy, design, and images. This saves both you and experts time, gives you an instant idea of your website’s look and feel, and allows us to keep our prices so affordable.

Here’s a preview of financial planning “About” section text, which you can personalize to fit your business.

At Your business name, we know that preparing for your financial future can seem daunting. With our expertise, you can analyze your finances and make them go further. We can also help you make short-term decisions involving modest assets. From retirement plans to buying property, we can guide you through making big decisions. For a better financial outlook, give us a call.

These are some of the pages and sections that many financial planning websites include. You can add, remove, or edit this content to fit your needs.

  • Home
  • About
  • Services
  • Resources
  • Testimonials
  • News
  • FAQ
  • Contact

More features to help you customize your site

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to help

Media galleries
Media galleries

Use free, high-quality images and icons from Unsplash and Icons8

Professional themes
Professional themes

Start with a theme that aligns with your content and structural needs

Easy editing
Easy editing

Edit text styles and colors of section titles, subtitles, paragraphs, and logos

Customization opportunities
Customization opportunities

Apply animations, grids, overlays, and backgrounds for added customization

Flexible formatting
Flexible formatting

Adjust the number of columns in a section or an image’s shape, size, and position

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Liam
Liam Sales at B12

“B12 aims to help small business owners by saving them time to focus doing what they do best — running their business. We want to help them increase their bottom line by providing high-quality websites at a fraction of the price charged by boutique agencies and other DIFY providers.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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Debra
Debra Customer / A New View of Food

“B12 has positively impacted my business with its wide variety of integrations, such as the bookings integration! I’ve been getting more emails from potential customers who are able to book online and schedule consultations with me easily. I’m not tech savvy, so if you’re like me, having a company like B12 to work with is incredibly helpful.”

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Nikolai
Nikolai Expert at B12

“I use B12’s website editor on a daily basis and I love how easy it is to personalize the style. I’m able to add multiple images, videos, and text in different layouts based on the preference of our customers in just a few hours! It’s been a huge time-saver, given how intuitive the interface is.”

Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Dan
Dan Sales at B12

“Business owners are crazy busy. What's crazier is expecting a business owner to know how to design, maintain, direct traffic to, and update their own website. Thanks to our AI, they really don't have to. B12's AI-powered websites are powerful and we can't wait to get what we've built in front of people.”

Freddie
Freddie Customer / Suffolk Equity Partners

“B12 is amazing! You get a high-quality design for the price of DIY. It's really remarkable.”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

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Chuck
Chuck Customer / Crowdfluencer

“My B12 website looks great, I am truly satisfied with the outcome. I love the responsiveness of our new website, plus it's incredibly light and fast. The team did an incredible job with the styles and the designs really popped for me.”

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Heidi
Heidi Customer / CD Roma

“Since the launch, we’ve gotten more form submissions to inquire about our catering service and menu options. On top of that, I’ve noticed more customers who found out about us through our website before coming down to dine! The traffic we’ve realized in the short time the site has been online is very impressive.”

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Start building your new financial planning website your way

Join the 96 financial planning professionals who’ve trusted B12 to build their professional website.

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