Clear service pages
Wealth planning, investments, pension and retirement, succession and an independent second opinion - each explained plainly, for whom and what's included.
Ready-made solution · Wealth advisor
A Website for Independent Financial Advisors
Earn trust before the first meeting. A discreet, institutional website for independent financial advisors and wealth managers in Switzerland - built, hosted and kept secure by Envestis, and ready to go live in days.
Fast, secure hosting · nFADP/GDPR compliant · live in days
What's included
Everything an independent advisor needs online
A complete multi-page site, tuned for a profession where discretion and trust come first.
Independence front and centre
A dedicated approach page that explains fee-only advice, no kickbacks and open architecture - the trust signals clients look for.
Advisor profile & credentials
Put a real face, experience and certifications (CFP, supervisory registration) up front - exactly what a prospect weighs before reaching out.
Client-area portal teaser
Show prospects a secure portal mock-up: portfolio, allocation, goals and documents - a modern, digital practice.
First-meeting booking
A guided three-step flow lets a prospect book a free first meeting in seconds, by topic and format - so the conversation starts already qualified.
Multilingual & accessible
Italian, German, French and English, fully responsive and accessible - essential for a Swiss private-client audience.
Why ready-made
The credibility of a custom site, without the wait
01
Built for trust
A sober, institutional design - deep navy, slate and a refined bronze accent - that signals the discretion and rigour clients expect of an advisor.
02
Live in days, not months
The structure and content are ready. We adapt your colours, logo, services and profile - and you go live fast.
03
Reserved client area
A private, login-protected client area where each client sees their portfolio, allocation, goals and documents in one clear view - the discreet, always-on service a modern advisor is expected to offer. You decide who gets access and what they see.
04
We host & maintain it
Fast, secure hosting (global edge network, EU infrastructure), security updates, backups and domain are covered by the monthly fee. Content changes after launch are handled with prepaid packages, only when you need them. You focus on clients.
05
Fully customisable
It's a starting point, not a straitjacket. Add pages, content or features whenever your practice grows.
In depth
A complete website for independent financial advisors in Ticino, Lugano and across Switzerland
What it is, and who it's for
A website for an independent financial advisor or wealth manager in Ticino has one job: to earn trust before the first meeting. This is a ready-made, fully customisable site for fee-only advisors, wealth planners and family offices in Lugano and across Switzerland - built, hosted and kept secure by Envestis. It suits a solo independent advisor as easily as a small firm, because the profile page is built around one trusted person and pages scale with you. Instead of months of bespoke development, you start from a structure already proven for the profession and we adapt your brand, services and credentials. Explore the live demo to see exactly what your practice could look like, or browse the rest of our ready-made solutions for neighbouring sectors.
Capabilities: independence, client portal and booking
Beyond clear service pages for wealth planning, investments, pension and retirement, succession and an independent second opinion, the solution puts your differentiator front and centre: independence. A dedicated approach page explains fee-only advice, the absence of retrocessions, open architecture and a transparent fee model - the trust signals private clients weigh most. A secure client-area portal teaser shows portfolio, allocation, goals and documents in one clear view, signalling a modern, digital practice. And a guided first-meeting booking lets a prospect reserve a free consultation by topic and format in seconds. Every request reaches you already qualified, so the first conversation starts on the right foot.
Local, multilingual and fast, secure hosting
Switzerland is multilingual, and so is your clientele. The site ships in Italian, German, French and English, which matters when you serve private clients across Ticino and beyond - and it helps you rank for searches like "consulente finanziario indipendente Lugano" or "wealth advisor Ticino". Everything is hosted on a global edge network (Cloudflare) with EU infrastructure, served over HTTPS, and built with privacy in mind: legal pages, cookie handling and data flows are designed to respect Swiss data protection (nFADP) and GDPR. For a profession that handles sensitive financial and personal data, that compliance is not a detail - it is part of the trust you offer. Swiss hosting available as a paid option. Fast, accessible and tuned for green Core Web Vitals, the site reflects the discretion and rigour clients expect of an advisor.
Why ready-made wins, with transparent pricing
A custom website usually means months of waiting and an open-ended budget. The Envestis model gives you the credibility of a bespoke site without that wait, on a clear one-time setup plus a low monthly fee. Everything is included in the monthly fee - fast, secure hosting (global edge network, EU infrastructure), SSL, maintenance, security updates, backups and domain - with no hidden costs and no surprise invoices. Content changes after launch are handled with prepaid packages, only when you need them. You stay free to grow: add pages, services or features whenever your practice expands. It is a starting point, not a straitjacket. When you are ready, get in touch and we'll have your independent-advisor website in Ticino online, discreet and secure, in days.
Transparent pricing
One clear price, no surprises
~CHF 5’500 An equivalent bespoke financial-advisor website from a traditional web agency - indicative market price
with Envestis CHF 1’900 one-time setup
CHF 49/month everything included: hosting, maintenance, security, backups & domain
- Multi-page site (home, services, approach, profile, client area, first meeting)
- Your brand: colours, logo, fonts and content
- Up to 4 languages (IT/DE/FR/EN)
- SEO, accessibility & green Core Web Vitals
- Fast, secure hosting (global edge network, EU infrastructure) + SSL included
- Everything included in the monthly fee - no hidden costs
Why so low? You start from a premium site that is already built and tested, not a bespoke project from scratch: no hundreds of hours of upfront development, no middlemen, no commissions. The same quality, at a fraction of the cost.
Live demo
Explore the demo wealth-advisor site
Click through a fully working example - services, the independence-and-fees approach, the advisor profile, the client-area dashboard and the first-meeting booking. This is what your practice could look like.
Open the live demoDemo content is fictional and for demonstration only. Not investment advice.
Questions
Financial-advisor website - your questions
Is this website suitable for a solo independent advisor in Ticino?
Yes. The structure suits a single advisor as well as a small wealth-advisory firm - the profile page is built around one trusted person, and you can scale pages and content up or down.
Does the demo handle real portfolios or money?
No. The client-area dashboard, the figures and the booking flow are all simulated for demonstration. It shows what a secure, modern client portal could look like; a fully working portal connected to your custodian can be added as a custom extension.
Can the site explain that I work fee-only and independent?
Absolutely - it's at the heart of the design. A dedicated approach page lays out independence, the absence of kickbacks, open architecture and a transparent fee model, exactly the reassurance a private client looks for before getting in touch.
Is it compliant with Swiss data protection (nFADP) and GDPR?
Yes. We build with privacy in mind, host on a global edge network (Cloudflare) with EU infrastructure, serve everything over HTTPS and include the legal pages and cookie handling you need - essential for a profession that handles sensitive financial data. Swiss hosting available as a paid option.
What does the monthly fee cover?
Hosting, SSL, maintenance, security updates and backups. The everyday content - services, profile, insights and the first-meeting page - you manage yourself from a simple dashboard, with an optional AI integration that drafts the text in the tone you choose. We build, host and maintain the platform; the content stays yours. Content changes after launch are handled with prepaid packages, only when you need them.
How much does a website for a financial advisor cost?
A one-time setup of CHF 1’900 and CHF 49 per month, with everything included in the monthly fee: fast, secure hosting (global edge network, EU infrastructure), SSL, maintenance, security updates, backups and domain. Content changes after launch are handled with prepaid packages, only when you need them. No hidden costs and no surprise invoices - one clear price for a complete wealth-advisor website in Ticino.
How does the first-meeting booking work?
A prospect picks a topic and format (in person, video or phone), chooses a day and leaves their details - then receives a confirmation reference. The request reaches you already qualified, so the first conversation starts on the right foot, no phone tag.
Ready to give your practice the website it deserves?
See the live demo, then tell us about your practice. We'll have you online - discreet, trusted and secure - in days.
This page presents a website solution for advisors. It is not investment advice nor a financial promotion.