Describe your practice or paste your current site. Zortal generates an editable website so prospects see who you help, how you work, and how to enquire — before they commit a conversation.
If your online presence is thin, serious clients assume the advice might be too. A clear site is table stakes.
Planning, insurance, mutual funds, retirement — visitors need structured pages, not a paragraph in a WhatsApp intro.
You spend the first call collecting context you could have asked on a form.
Website tools that help financial advisors look credible online and capture enquiries.
Generate service and about pages from a short practice description — then add disclosures you need.
Update offerings and bios on the page when your practice focus shifts.
Publish on your advisory brand domain with Pro. Looks permanent to high-intent clients.
Publish educational pieces that attract people researching money decisions — and demonstrate your approach.
Ask for goals and stage of life so first conversations are relevant.
Handle simple questions in one inbox; move regulated advice to proper meetings.
Generate a site prospects can open on mobile, with clear services and a form to request a meeting.
Use the blog for evergreen explainers that support SEO and nurture trust before the call.
Forms and chat collect basics; you schedule with your existing calendar — we do not replace advisory software.
The sections that matter most for financial advisors, and why.
SEBI registration, AMFI certification, qualifications prominently displayed.
Financial planning, mutual funds, insurance, tax planning — your service offerings.
Your approach to wealth management — goal-based, risk-managed, long-term.
Articles on tax planning, market updates, and personal finance.
Show your SEBI or AMFI registration clearly, and check what the rules require you to display.
Never promise returns or guarantees, and keep your content within SEBI's rules.
Check SEBI's advertising rules for investment advisers before adding any client testimonials.
Write about personal finance basics, which people search for all year.
Pricing
Hosting, SSL, a blog, forms and website chat for one site, plus your own domain connected, in one yearly price. No separate hosting bill.
Build it, share it
$0
No credit card needed
Live on your own domain
$49/year
About $4 a month · per site · taxes included
No credit card required. Launch your professional website in under 5 minutes.