Frequently Asked Questions

The best website platform for financial advisors is one explicitly designed for RIAs and IARs, like Paladin’s Advantage platform. It combines modern design, built-in compliance workflows, SEO optimization, and AI-driven content tools in one system. Unlike generic advisor website builders, it helps you manage digital marketing, lead generation, and compliance reviews without needing multiple vendors or technical expertise. Learn more

Unlike template-based platforms, Advantage creates custom, SEO-optimized financial advisor websites powered by AI. Each site adapts to your brand, goals, and tone. It includes built-in compliance reviews, content tools, and analytics explicitly designed for RIAs and IARs. Learn more

Advantage is built for independent financial advisors, RIAs, and IARs who want a complete marketing system, not just a website. It’s ideal for firms that want original content, integrated compliance, social media visibility, and control over their digital strategy. Learn more

AI-driven financial advisor websites save time and improve marketing results. They adapt to your brand, automatically optimize content for SEO, and help generate new ideas for blogs and pages. Paladin’s Advantage platform uses AI to create original, compliance-friendly content and insights to keep your firm competitive online.

Most Advantage websites launch within one to two weeks, depending on content development and compliance approvals. Advisors who use Paladin’s onboarding or copywriting services often complete the process faster. Learn more

A compliance-ready website includes tools that meet SEC and FINRA guidelines, such as automated approvals, archiving, and disclosure management. Paladin’s Advantage platform builds these features in, giving compliance teams complete visibility while keeping marketing teams efficient.

On the Advantage platform, every website update, blog post, or page edit is routed to a compliance queue. Reviewers can approve, decline, or comment directly in the dashboard, with full version tracking and archiving for regulatory recordkeeping. Our Pro platform includes a relationship manager and a team of digital marketing professionals who oversee all aspects of the creation, review, and approval process before it’s posted to your site.

Yes. The Advantage system is designed with SEC and FINRA awareness, including automated disclosures, audit trails, and built-in archiving, to make compliance smoother and more transparent.

Every Advantage client has full access to Paladin’s Help Desk, onboarding resources, and optional one-on-one support. Advisors using the Fractional Marketing Manager service get monthly marketing strategy and faster Help Desk access for updates. Our Pro clients have a dedicated team of financial advisor marketing specialists who oversee all aspects of your digital marketing campaigns.

A Fractional Marketing Manager provides Advantage clients with ongoing, personalized marketing help without the cost of full-time staff. They help build monthly content calendars, manage blogs, and keep your marketing consistent. Learn more