Wealth Management starter · live industry site
A website that attracts the right clients.
Wealth Management is the industry operating system for this vertical. The $2,500 Launch stands your version of it up on your Replit at $0/mo, against the AI-approved checklist.
Live industry OS (your Launch uses your name, not this NVC story): Meridian Wealth Group Meridian Wealth Group
The whole machine
Public site. Customer account. Staff admin.
The live industry site is an operating system, not a brochure. Launch stands your version of this up against the AI-approved checklist. Below is what the working model already does on the front, after login, and in the back office.
Front
Public site
10 capabilities
Fiduciary homepage
AUM they publish, service cards, team, letter signup.
Services + detail
Retirement, estate, tax, investments, succession.
Approach
Fiduciary pledge, philosophy, 5-step process.
Team
Advisor bios and credentials they supplied.
Anonymized stories
Narratives they consented.
Quiet Wealth Letter
Newsletter archive.
Eight assessment tools
Clarity, profile, tax score, estate gap, fit, retirement math, timeline, net worth — educational, not advice.
Discovery call
Two-step form prefilled from tools they already used.
Conversion pipeline
Session remembers tool results into discovery. No personalized recommendation.
Practice twin
No invented performance.
My account
Customer account
5 capabilities
Overview
Assigned advisor, AUM they report, next review, action items.
Document vault
Estate, tax, investment, correspondence.
Reviews
Quarterly history and prep notes they authorized.
Life events
Marriage, birth, retirement, inheritance — checklists, not trades.
Settings
How they want to be reached.
Operating system
Staff admin
7 capabilities
Dashboard
AUM, clients, pending reviews, prospect pipeline.
Discovery inbox
Tool context attached for the advisor.
Client files
Authorized records only.
Review prep
Drafts for advisor sign-off.
Disclosures and credentials
Empty fields stay empty.
Lifecycle touchpoints
Nothing sends until they approve.
Prospect tools
Assessment completions, not advice.
Audience
Who it’s for
Fee-only financial advisors, wealth management firms, RIAs, CFPs, and fiduciary practices who serve high-net-worth individuals and want to attract qualified prospects.
Direction
What this industry site is built around
Your wealth management site pre-qualifies prospects before discovery calls — AI assessment tools capture financial context, the fit quiz filters for alignment, and the conversion pipeline auto-populates discovery forms with everything the advisor needs. Lifecycle automation nurtures relationships at scale. The surface map above describes the reference build; implemented behavior for your site is confirmed by the Launch checklist and your accepted order scope.
Launch
$2,500 USD
$2,500 Launch against the fixed AI-approved checklist. We sit on your Replit at $0/mo. Integrations, Network, and Paradise stay optional.
Included in the base build
Fixed AI-approved Launch checklist
Grok may only mark pass, fail, or needs_customer. The appointed Viber closes Launch when every row is pass or a waived needs_customer.
Legal name and tagline on the site
The customer’s real identity. New Vibe City fiction is forbidden.
Practice areas or services they sent
The list matches intake, or the row stays needs_customer until they send it.
Real names they provided
No invented credentials, biographies, or outcomes.
Live contact facts matching intake
Phone, email, address, and hours on the customer host.
Working evaluation or contact form
Submissions notify WeVibe or the inbox they named.
Required disclaimers present
Jurisdiction and not-legal-advice language for law, or the equivalent for other editions.
Results stay hidden without consent
Testimonials and case results publish only with copy and consent they supplied.
Logo and brand colors
Applied from what they sent, or a documented fallback.
Mobile pass on home, contact, and the form
Those three surfaces must work on a phone.
Their Replit (default) or Network URL live
DEMO bar removed on the customer host. Replit sit is $0/mo to us.
Export zip and git URL delivered
They own the repo and can leave. Login to Replit or Network is part of done.
Personal or business digital twin
WeVibe trains the twin on facts they supplied. House Paradise Brain. Launch does not create a customer Paradise account.
Talking avatar they consented
Portrait and consent they supplied. Paradise house avatar APIs. Not IdentitySites.
Site chatbot visitors can talk to
Answers from approved site facts only. Not the retired /api/chatbot surface.
Needs written scope
Forms, lead capture, and email routing
Fields, consent, spam controls, storage, recipients, and delivery providers must be specified and tested.
Booking, scheduling, calculators, and live data
Provider choice, credentials, business rules, availability, data source, and failure behavior require separate scope.
Payments, checkout, ordering, subscriptions, and loyalty
Catalog, tax, fulfillment, refunds, payment-provider ownership, and compliance requirements require separate scope.
Accounts, portals, memberships, and private files
Identity, permissions, recovery, privacy, retention, and operational support require separate scope.
AI, automation, dashboards, and admin tools
Model/provider behavior, data handling, review controls, usage costs, permissions, and support require separate scope.
Third-party integrations, migration, and localization
Each provider, dataset, language, locale, and migration source must be named, accessible, and accepted separately.
Not included by default
Unlisted demo functionality
A capability shown or named in a concept demo is excluded unless the written order scope explicitly includes it.
Third-party accounts and recurring fees
Domains, hosting, payment fees, email, booking, AI, stock media, licenses, and other provider charges remain the customer’s responsibility unless stated otherwise.
Legal, regulatory, security, or accessibility certification
The base package does not include legal advice, regulated-workflow approval, penetration testing, or formal conformance certification.
Content production, data entry, and ongoing operations
Copywriting, translation, photography, bulk catalog entry, SEO ranking, maintenance, and support retainers require separate scope.
One live session of unspecified pages
Launch is the fixed checklist, not an open-ended studio booking.
Paradise toolset, pixel, Shield, or CAPI
Launch does not attach Paradise. Attach is a later opt-in.
WeVibe Network hosting
Default sit is their Replit at $0/mo. Network is an optional $12/mo add-on.
Customer branding is the visual direction.
Domain registration, provider accounts, DNS access, and third-party integrations are not included unless separately written into scope.
Scope manifest 2026-08-20.1
FAQ
Common questions
Financial Clarity Engine, Quiet Wealth Profile, Tax Efficiency Score, and Estate Gap Map — each uses AI-assisted analysis that flows into the discovery call.
Describes the reference build. What ships for you is confirmed by the Launch checklist and your accepted order scope.
Fiduciary disclosures on homepage, services, and all tool pages. SEC, FINRA, and ADV brochure references in the footer. All configurable to your firm's requirements.
Describes the reference build. What ships for you is confirmed by the Launch checklist and your accepted order scope.
5-tab portal: overview, document vault, quarterly reviews with AI prep, life event tracking with checklists, and settings. Role-based access for partners, advisors, and clients.
Describes the reference build. What ships for you is confirmed by the Launch checklist and your accepted order scope.
Live desk
Ready to put your wealth management site online?
Review the exact base scope, identify the integrations you need, and confirm a realistic delivery plan before checkout.