AI-powered website growth for financial advisors
AI-powered website growth
for financial advisors
Designed to stand out.
Built to grow your firm.
Designed to stand out. Built to grow your firm.
Allux brings agency-level design, AI-powered content, SEO and AI-search foundations, and advisor-specific publishing controls into one platform — with ongoing support built in.
SEC Marketing Rule
Rule 204-2 Recordkeeping
Form ADV
IAPD
Form CRS
SEC Marketing Rule
Rule 204-2 Recordkeeping
Form ADV
IAPD
Form CRS
Growth takes more than
a good-looking website.
Growth takes more than
a good-looking website.
Growth takes more than
a good-looking website.
Before Allux
Find opportunities
Find opportunities
Create content
Create content
Refine key pages
Refine key pages
Strengthen search
Strengthen search
Check the claims
Check the claims
Approve updates
Approve updates
Publish & record
Publish & record
Review the results
Review the results
Recommendations are a start. We prepare the work.
Recommendations are a start.
We prepare the work.
After Allux
Allux turns it into
one workflow.
Allux turns it into
one workflow.
THE ALLUX ENGINE
The speed of AI. The control an advisory firm needs.
The speed of AI. The control an advisory firm needs.
Build the presence. Reach the right prospects. Give them a reason to choose you. Allux connects AI creation, search foundations and a monthly growth cycle—with your firm in control.
Create
Protect
Publish
PRIORITY SELECTED
Clarify who the service is for
AI DRAFT PREPARED
Service-page update ready for checking
FACTS CONFIRMED
Firm details confirmed for this version
CHECKS COMPLETE
Content and search checks recorded
READY FOR REVIEW
Your approval is pending
APPROVED & PUBLISHED
Approved service-page update is live
RECORD ARCHIVED
Published version and check report kept
FOLLOW-UP REVIEW
Site activity and inquiry signals reviewed
ARTICLE DRAFT READY
Next educational draft awaits review
From firm facts to
polished content—fast.
Start with confirmed firm facts, the clients you want to reach and what makes your approach different. Allux uses AI to prepare pages and articles around your services and voice. You can refine the copy in the visual editor and preview desktop, tablet and mobile.
Protect
Create
Publish
PRIORITY SELECTED
Clarify who the service is for
AI DRAFT PREPARED
Service-page update ready for checking
FACTS CONFIRMED
Firm details confirmed for this version
CHECKS COMPLETE
Content and search checks recorded
READY FOR REVIEW
Your approval is pending
APPROVED & PUBLISHED
Approved service-page update is live
RECORD ARCHIVED
Published version and check report kept
FOLLOW-UP REVIEW
Site activity and inquiry signals reviewed
ARTICLE DRAFT READY
Next educational draft awaits review
From firm facts to
polished content—fast.
Start with confirmed firm facts, the clients you want to reach and what makes your approach different. Allux uses AI to prepare pages and articles around your services and voice. You can refine the copy in the visual editor and preview desktop, tablet and mobile.
Protect
Create
Publish
PRIORITY SELECTED
Clarify who the service is for
AI DRAFT PREPARED
Service-page update ready for checking
FACTS CONFIRMED
Firm details confirmed for this version
CHECKS COMPLETE
Content and search checks recorded
READY FOR REVIEW
Your approval is pending
APPROVED & PUBLISHED
Approved service-page update is live
RECORD ARCHIVED
Published version and check report kept
FOLLOW-UP REVIEW
Site activity and inquiry signals reviewed
ARTICLE DRAFT READY
Next educational draft awaits review
From firm facts to
polished content—fast.
Start with confirmed firm facts, the clients you want to reach and what makes your approach different. Allux uses AI to prepare pages and articles around your services and voice. You can refine the copy in the visual editor and preview desktop, tablet and mobile.
Built from what's true.
Built from what's true.
Example: confirm your firm’s facts
Setup
2
Verify
3
Create
Firm
Needs information
Firm name
Juniper Harbor Advisory LLC
Ready
+
Advisor name
Not provided
Needs information
+
Registration and custody
2 items need attention
Registration class
State-registered
Ready
+
Registration jurisdictions
Not provided
Needs information
+
Custody
No custody reported · Part 2A circumstances reported
Reported in Form ADV Parts 1 and 2A · PDF page 17
Needs confirmation
+
AI can write your website.
It should never invent your firm.
AI can write your website.
It should never invent your firm.
AI can write your website.
It should never invent your firm.
Start with your CRD or add your firm’s information directly. Allux organizes available source material into facts you confirm before use.
Fees, registration and credentials draw from confirmed records—not just a writing prompt. Your audience and expertise shape the story; missing facts stay visible for review.
Advisor-specific structured data connects your firm, people and services, with IAPD links that help search systems understand the business behind the website.
Every publish leaves proof.
Every publish leaves proof.
Active publishing needs a clear record. Allux checks for common Marketing Rule issues and preserves published versions with their check reports, approval records, disclosures and timestamps—not a trail of screenshots and forwarded emails.
When your reviewer asks what was live, retrieve the version and the evidence behind it with Marketing Records Export.
Published versions preserved
Published versions preserved
5+ years of record retention
5+ years of record retention
Marketing Records Export
Marketing Records Export
Keep the work moving.
Keep the record with it.
Keep the work moving.
Keep the record with it.
Retained years
Retained years
1
Complete export
Complete export
Retained years
1
Complete export
Page snapshot
Page snapshot
Publish check
Publish check
Approval record
Approval record
Disclosure version
Integrity hash
Integrity hash
Example publication record
Services page
Services page
Export ready
Page snapshot
Publish check
Approval record
Disclosure version
Integrity hash
Example publication record
Services page
Export ready
WHAT IT COSTS
The whole price.
Both plans. On the page.
Both include Allux’s AI platform, a focused 90-day growth plan and monthly review. Hosting, scheduled checks, quarterly core-page reviews and a short progress summary are included.
Allux Managed
START HERE
$399/month · Standard Design & Launch included
For independent advisors ready to put their website to work for growth. Allux’s AI, search and publishing foundation, with designer-led launch and migration.
Allux for Firms
$799/month · $1,999 - Design & Launch
For multi-advisor firms. Up to five advisor profiles at launch.
The same growth cycle, with team pages and coordinated approvals.
WHAT IT COSTS
The whole price.
Both plans. On the page.
Both include Allux’s AI platform, a focused 90-day growth plan and monthly review. Hosting, scheduled checks, quarterly core-page reviews and a short progress summary are included.
Allux Managed
START HERE
$399/month · Standard Design & Launch included
For independent advisors ready to put their website to work for growth. Allux’s AI, search and publishing foundation, with designer-led launch and migration.
Allux for Firms
$799/month · $1,999 Design & Launch
For multi-advisor firms. Up to five advisor profiles at launch.
The same growth cycle, with team pages and coordinated approvals.
WHAT IT COSTS
The whole price.
Both plans. On the page.
Both include Allux’s AI platform, a focused 90-day growth plan and monthly review. Hosting, scheduled checks, quarterly core-page reviews and a short progress summary are included.
Allux Managed
START HERE
$399/month · Standard Design & Launch included
For independent advisors ready to put their website to work for growth. Allux’s AI, search and publishing foundation, with designer-led launch and migration.
Allux for Firms
$799/month · $1,999 - Design & Launch
For multi-advisor firms. Up to five advisor profiles at launch.
The same growth cycle, with team pages and coordinated approvals.
Built to be yours—
even when you leave.
Built to be yours—
even when you leave.
Keep what you put into growth. Your domain stays yours; your content and publishing records are covered by a written handover promise. Month-to-month, with no export fee.
Your handover arrives within five business days after cancellation and settlement of outstanding amounts. Platform code, reusable templates and non-transferable licenses are excluded.
Your domain stays yours
Keep control of your registrar account and web address. Leaving Allux does not mean leaving your domain behind.
Keep control of your registrar account and web address. Leaving Allux does not mean leaving your domain behind.
Your content comes with you
Receive customer content, transferable assets, articles, page information and SEO metadata as part of your handover.
Receive customer content, transferable assets, articles, page information and SEO metadata as part of your handover.
Month-to-month by default
No annual commitment on these plans. Cancel future renewals under the written agreement; service continues through your paid period.
No annual commitment on these plans. Cancel future renewals under the written agreement; service continues through your paid period.
Your records stay intact
The version archive and associated publication records are included, so your website’s history remains part of the handover.
The version archive and associated publication records are included, so your website’s history remains part of the handover.
Portability Guarantee
In writing
Your domain stays yours.
Your content and records come with you.
Your domain
Yours
Your content
Included
Your records
Included
Month-to-month
Written terms
5-business-day handover
No export fee · Conditions apply
Portability Guarantee
In writing
Your domain stays yours.
Your content and records come with you.
Your domain
Yours
Your content
Included
Your records
Included
Month-to-month
Written terms
5-business-day handover
No export fee · Conditions apply
Portability Guarantee
In writing
Your domain stays yours.
Your content and records come with you.
Your domain
Yours
Your content
Included
Your records
Included
Month-to-month
Written terms
5-business-day handover
No export fee · Conditions apply
Example website report
Grade C · 75/100
1 of 4 public pages checked
Checked Feb 27, 2026, 8:14 PM
Renderability
Opportunity · 50
We found limited readable text in the server response.
A page that depends heavily on client-side JavaScript can be harder for crawlers and answer engines to understand.
We couldn't detect a clear H1 heading in the server HTML.
A descriptive H1 helps crawlers identify the main page topic.
One improvement
Move critical homepage copy into server-rendered HTML instead of relying only on browser JavaScript.
SEO Hygiene
Needs review · 75
We couldn't detect a meta description.
The description can influence snippets and clarify the page's purpose.
We couldn't detect Open Graph title or description tags.
Open Graph tags help shared links render clearly.
One improvement
Add the missing SEO basics first: title, description, canonical, Open Graph tags, robots.txt, and sitemap.xml.
Structured Data
Strong · 100
Detected schema types: FinancialService.
These are positive machine-readable signals.
One improvement
Keep schema aligned with visible page content and update it when services or team pages change.
Disclosure Hygiene
Informational
We couldn't detect a Form ADV Part 2 link.
This is an informational signal only; required disclosures should be confirmed by the firm and its reviewer.
We couldn't detect a Form CRS link.
This is an informational signal only; required disclosures should be confirmed by the firm and its reviewer.
We couldn't detect a Privacy Policy link.
This is an informational signal only; required disclosures should be confirmed by the firm and its reviewer.
One improvement
Confirm which disclosure documents apply to your firm, then make the approved links easy to find. Review any required testimonial disclosures in context.
Renderability
Opportunity · 50
We found limited readable text in the server response.
A page that depends heavily on client-side JavaScript can be harder for crawlers and answer engines to understand.
We couldn't detect a clear H1 heading in the server HTML.
A descriptive H1 helps crawlers identify the main page topic.
One improvement
Move critical homepage copy into server-rendered HTML instead of relying only on browser JavaScript.
SEO Hygiene
Needs review · 75
We couldn't detect a meta description.
The description can influence snippets and clarify the page's purpose.
We couldn't detect Open Graph title or description tags.
Open Graph tags help shared links render clearly.
One improvement
Add the missing SEO basics first: title, description, canonical, Open Graph tags, robots.txt, and sitemap.xml.
Structured Data
Strong · 100
Detected schema types: FinancialService.
These are positive machine-readable signals.
One improvement
Keep schema aligned with visible page content and update it when services or team pages change.
Disclosure Hygiene
Informational
We couldn't detect a Form ADV Part 2 link.
This is an informational signal only; required disclosures should be confirmed by the firm and its reviewer.
We couldn't detect a Form CRS link.
This is an informational signal only; required disclosures should be confirmed by the firm and its reviewer.
We couldn't detect a Privacy Policy link.
This is an informational signal only; required disclosures should be confirmed by the firm and its reviewer.
One improvement
Confirm which disclosure documents apply to your firm, then make the approved links easy to find. Review any required testimonial disclosures in context.
Put your website
under the microscope.
Put your website
under the microscope.
Start with the foundations of website growth. Allux checks readable content, SEO fundamentals, structured data and detectable disclosure links—showing where to take a closer look before planning your next move.
Free. No email required to view the summary.
BUILT FOR THE MOMENTS THAT MATTER
When your firm changes,
your website has to keep up.
When your firm changes,
your website has to keep up.
Whether prospects discover you through search or arrive through a referral, give them a clearer reason to choose your firm—and a clear next step.
01
Launching your own firm
Start with a clear offer and a website designed around the clients you want. Allux handles the agreed build and launch, then puts your first growth priorities into motion.
01
Launching your own firm
Start with a clear offer and a website designed around the clients you want. Allux handles the agreed build and launch, then puts your first growth priorities into motion.
01
Launching your own firm
Start with a clear offer and
a site for your ideal clients.
Allux handles the agreed build
and launch, then starts your
first growth priorities.
02
Replacing an outdated site
Replacing an outdated site
Replacing an outdated site
Give referrals and search visitors a clearer reason to choose you. We plan the move around your content and URLs, then strengthen how your website explains your value and invites the next conversation.
Give referrals and search visitors a clearer reason to choose you. We plan the move around your content and URLs, then strengthen how your website explains your value and invites the next conversation.
03
Growing your practice
Growing your practice
Build on the attention your firm already earns. We refine key pages, prepare useful content and review inquiry signals—helping prospective clients understand your fit and take the next step.
Build on the attention your firm already earns. We refine key pages, prepare useful content and review inquiry signals—helping prospective clients understand your fit and take the next step.
Build on the attention you earn.
We refine key pages, prepare
useful content and review
inquiry signals to help
prospects understand your fit
and take the next step.
BUILT FOR FINANCIAL ADVISORS
See your next homepage before you buy anything.
See how a sharper design could present your firm—and where Allux could help turn interest into conversations. Start with a free homepage concept. Review by email; no sales call required.
BUILT FOR FINANCIAL ADVISORS
See your next homepage before you buy anything.
See how a sharper design could present your firm—and where Allux could help turn interest into conversations. Start with a free homepage concept. Review by email; no sales call required.
BUILT FOR FINANCIAL ADVISORS
See your next homepage before you buy anything.
See how a sharper design could present your firm—and where Allux could help turn interest into conversations. Start with a free homepage concept. Review by email; no sales call required.