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

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

Dedicated customer success
Dedicated customer success

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

Monthly website report
Monthly website report

Monthly metrics and recommendations guarantee that you never stop improving

Content inspiration
Content inspiration

Algorithms generate relevant, modifiable text and images based on your business

Easy editing
Easy editing

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

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

Carlos
Carlos Customer / FitFuel

“If you want to sit at the head of the table, use B12. It is clear they have talented designers who are genuinely motivated to see you reach your goals.”

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Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

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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.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

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Roberto
Roberto Customer / Emerald Gardens

“B12 was able to give us the flexibility we needed to play around with website elements while guiding us in our first attempt at building a website.”

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Sheila
Sheila Customer / Dr. Sheila Hughes Weight Loss & Wellness

“There's absolutely no comparison between our old website and the B12 one. Our B12 website gives us the call to actions we need and better communication tools with our patients. Since our B12 launch, we started seeing more online visitors scheduling a consultation through our 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.”

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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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.”

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.”

Freddie
Freddie Customer / Suffolk Equity Partners

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

Dan
Dan Customer / Dan Garcia Photography

“B12 bookings is truly one of the best features of my web page. My customers can always get in touch with me with this awesome tool.”

Karen
Karen Customer / The Lin Life

“B12 uses artificial intelligence to create websites quickly. The human team is friendly and accessible for those new to website development. I have a polished website in a shorter amount of time at an excellent value.”

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!”

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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