Everything you need to know about the product, the process, compliance, ownership, pricing, and what happens after launch.
What to expect before the work begins.
The initial call is a focused conversation, about 30 minutes, to understand your situation, what you need, and whether FinioPro is the right fit. We will cover your compliance environment, your timeline, any existing brand assets, and which package makes sense for you. If we are a fit, you will receive a proposal and the intake brief shortly after. No pressure and no obligation from the call itself.
Nothing. Come as you are. We ask the questions, you answer them. The call is structured so that by the end of it, we have everything we need to scope the project and send you a proposal. There are no homework assignments.
We can typically schedule an initial call within a few business days and begin the build within a week of receiving your completed intake brief. The 30-day delivery guarantee runs from the date we receive the completed brief, not from the initial call.
Not a problem. Our Professional and Premium packages include a full brand identity (logo, color system, typography) built alongside the website. Foundation clients can add brand identity as a project add-on.
How the build works from brief to launch.
After the initial consultation, we send a structured intake brief, an HTML document you complete on your own time. Most advisors finish it in 30 to 45 minutes. It asks focused questions about who you are, who you serve, your brand preferences, your practice positioning, and your compliance context.
You fill it out once. We take it from there.
The brief is not a checkbox form. It is a structured intake that surfaces the things that make your practice specific: your story, your ideal client, the outcomes you deliver, your brand personality, and your visual preferences. Our team applies professional judgment built for your specific situation.
There is no hard limit. We are accountable for delivering something you are proud to send a prospect to. We build from your specific brief, so the review stage is refinement, not reconstruction.
Your site goes from intake brief to live in 30 days or less, guaranteed on our end. The clock starts when we receive your completed intake brief. BD-affiliated advisors who require broker-dealer approval before launch face an additional BD review timeline (typically 2 to 6 weeks) which is outside our control and disclosed up front.
What we cover and how it protects you.
Every page is reviewed against:
We build the submission package specifically to minimize back-and-forth with your compliance team. By the time the site is submitted, it has already been reviewed against the regulatory standards your compliance officer will be checking. BD internal review timelines (typically 2 to 6 weeks) are outside our control and set as a clear expectation upfront.
AIO stands for AI Optimization, structuring your website so that AI tools like ChatGPT, Gemini, and Perplexity can read, understand, and recommend you when a prospect asks for financial advisors. Traditional SEO optimizes for Google. AIO optimizes for AI engines through clear, trustworthy, well-structured content.
No. FinioPro reviews websites against publicly available regulatory guidelines and builds compliance-aware design and copy. We are not a law firm, a registered investment advisor, or a compliance consultant. Advisors are responsible for obtaining approval from their broker-dealer or compliance consultant before launch.
What you own and how the site is built.
Yes, completely. The domain is registered in your name. The code is yours. The content is yours. There is no platform lock-in, no proprietary system you are tied to, and no leverage we hold over you.
The site remains yours, entirely. You lose managed hosting, compliance monitoring, the annual audit, guaranteed response time, and our availability for updates, but the site itself is fully portable. There is no exit penalty.
Yes. Additional pages, landing pages, and new sections can be added as project add-ons at any time. Care Plan clients typically have these handled as part of their ongoing relationship.
What you pay, when, and what's included.
The build fee is one-time. The Website Care Plan ($289/month) is optional and month-to-month. If you cancel the Care Plan, you own the site outright and can host it independently.
Professional includes a $500 Care Plan credit. Premium includes a $1,000 credit. Both are applied directly against the first months of the Website Care Plan at $289/month.
No. FinioPro quotes a flat fee scoped to exactly what you need. If you decide to add something that was not in the original scope, we scope and price it separately before starting. Nothing is added without your explicit agreement on the cost first.
What the ongoing relationship looks like.
Care Plan clients have the same team that built their site available whenever they need something. Response time is guaranteed under 24 hours. Same team, not a ticket queue.
Send us the update and we implement it. Form ADV revisions, updated service offerings, new team members, changed fee structures. Care Plan clients send us the details and we handle the update. No extra invoice, no separate project scope.
We will give you a straight answer.
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