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

Content inspiration
Content inspiration

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

Media galleries
Media galleries

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

Dedicated customer success
Dedicated customer success

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

Easy editing
Easy editing

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

Professional themes
Professional themes

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

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

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.”

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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Freddie
Freddie Customer / Suffolk Equity Partners

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

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!”

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!”

Princess
Princess Customer / Clear Visions Consulting Services, LLC

“I need \[B12] recommendations. As I add new courses to my website, I need to make sure that I'm fresh, I'm sharp, and I'm up to date.”

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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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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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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Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Nicole
Nicole Customer / Ledger Logic

“When I was looking at all the different options that help set up business websites, I saw B12 and noticed the verbiage on the website felt relatable.”

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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.”

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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Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

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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