# Advisor Websites Reviews **Vendor:** AdvisorWebsites.com **Category:** [Website Builder Software](https://www.g2.com/categories/website-builder) **Average Rating:** 2.3/5.0 **Total Reviews:** 11 ## About Advisor Websites Advisor Websites is a global software leader providing website and digital marketing solutions for the financial services and insurance industries. With a multi award-winning platform, Advisor Websites partners with its customers to create and maintain an exceptional and compliant digital presence that turns online traffic into new business. Advisor Websites partners with more than 150 financial institutions across North America including Sun Life, Investors Group, LPL Financial, New York Life and major custodians like TD Ameritrade, Fidelity and Charles Schwab. Advisor Websites empowers more than 12,000 financial service professionals to engage new prospects and clients online with a results-focused, mobile responsive website. Advisors receive education and training on digital marketing best practices, have access to a library of pre-approved content and more than one dozen custom integrations including Salesforce, Redtail, Hootsuite, Mailchimp, Riskalyze and Vestorly. With an enterprise platform built at its core, Advisor Websites is designed to meet the legal regulatory compliance and security rules and policies that guide the financial industry. Advisor Websites is a Strategic Partner of the Financial Planning Association, and participates as a sponsor and speaker at many industry events such as the FPA Business Education conference, TD Ameritrade Annual, LPL Focus and over a dozen more events each year. Named a 2015 Best Service Provider by Wealth Pro Magazine, and a 2015 Best Place to Work in British Columbia, the company is headquartered in Vancouver, Canada. ## Advisor Websites Pros & Cons **What users like:** - Users commend the **professionalism** of Advisor Websites, highlighting great support and initial setup clarity. (1 reviews) - Users value the **ease of setup** with Advisor Websites, complemented by excellent support from staff like Alyzah. (1 reviews) **What users dislike:** - Users express frustration with **domain issues** , including auto-renewal traps and lack of flexible support options. (1 reviews) - Users criticize Advisor Websites for being **expensive** , citing high costs and limited support for the features offered. (1 reviews) - Users frequently encounter **inaccurate data** with Advisor Websites, leading to frustration and wasted resources in marketing efforts. (1 reviews) - Users express frustration with **poor customer support** , particularly regarding cancellations and slow response times, leading to dissatisfaction. (1 reviews) ## Advisor Websites Reviews ### 1. Disappointment **Rating:** 0.0/5.0 stars **Reviewed by:** Frank G. | Financial professional, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Advisor Websites?** We had a professional looking website. Initial set up was as discussed. We had a great support staffer named Alyzah. **What do you dislike about Advisor Websites?** Our experience with Advisor Websites -Snappy Kracken was frustrating, particularly when it came to making changes and getting support. The process was time-consuming, and we were unable to implement much of the marketing we had hoped for. Additionally, their presence in Canada was minimal, and despite multiple requests for improvements, nothing was done. Much of their library is not suitable for our market and we are paying for stuff we don't use. The most disappointing part of our experience was attempting to cancel our subscription. The auto-renewal occurred on Sunday, February 9th, and we were unaware of the policy requiring advance notice to prevent renewal. Upon realizing this, I immediately contacted their team on Monday, February 10th, to request a cancellation. Since Snappy Kracken charges a full year in advance ($1,788), I was left out of pocket for an entire year. Despite multiple emails and appeals, my refund request was denied. Aside from this issue, I didn’t encounter major challenges, but I found the service overpriced for what it offers. It’s essentially a DIY platform with limited support unless you are paying for it. This makes it difficult to justify the high cost. Over my 3–4 years with the company, we handled most of the website work ourselves with minimal assistance. While some time was available every month we did not get the answers we needed before deciding to move on. I strongly caution potential customers to read the fine print before signing up. The year-in-advance payment model is rigid and punitive, especially when financial situations change. Their strict no-refund policy leaves little room for flexibility. If you're looking for a website service, I recommend exploring other providers that offer easier site migration and better customer support. Do your research before committing. **What problems is Advisor Websites solving and how is that benefiting you?** None. They provide an expensive website product with little marketing support for Canadian clients. Alyzah was great. Friendly and di help when we needed support. The challenge was that you often needed to book far in advance as scheduling support was not always quick. ### 2. Unreliable Support, for Website Requirements **Rating:** 0.5/5.0 stars **Reviewed by:** Barbara A. | Fund Manager, Broadcast Media, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Advisor Websites?** It is difficult to navigate and customize my website according to my needs. The interface and the range of options are somewhat limited. The customer service is poor and does not promptly solve any concerns. **What do you dislike about Advisor Websites?** Their design style feels a bit outdated or not in line with trends For high end websites, there are some problems with the platform that cause inconvenience. **What problems is Advisor Websites solving and how is that benefiting you?** Advisor Websites provide a poor solution designed for financial service providers like us. They are unable to understand our requirements. Provide a noncomprehensive platform that is not tailored to our industry needs. This has had an impact on our business. ### 3. Does not customize to Suit Your Requirements **Rating:** 0.5/5.0 stars **Reviewed by:** Felipe I. | Support Team Leader, Government Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2023 **What do you like best about Advisor Websites?** I have come across many issues, with their services. It is more about my limitations in dedicating time to fully harness its potential. **What do you dislike about Advisor Websites?** The platform lacks a modern design, which can put you at a disadvantage in today’s competitive market. If you require high end features the website pose problems. **What problems is Advisor Websites solving and how is that benefiting you?** Advisor Websites is unable to provide the solution for financial service websites. With their poor expertise they does not assist in creating and optimizing websites that does not cater to the needs of businesses, in this industry. ### 4. Easy to use and helpful support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Advisor Websites?** Whenever I have a change needed, Advisor Websites is always very prompt to respond to my request and changes my website to my exact instructions. **What do you dislike about Advisor Websites?** Sometimes I feel like it isn't as contemporary style-wise as I wish it could be. **Recommendations to others considering Advisor Websites:** It really has been great and as mentioned before, I only wish it was a little more modern and contemporary style-wise but that is my only complaint. **What problems is Advisor Websites solving and how is that benefiting you?** Like mentioned before, any problem I ever have with the website or any changes I may want to make are changed promptly and accurately. ### 5. Review websites like Homesite, etc, helps to identify best service providers in your area, **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2021 **What do you like best about Advisor Websites?** Advisor websites give you the list of vendor services that are available in your area and helps to select the right one. **What do you dislike about Advisor Websites?** If there are not many vendor or suppliers to choose and there are not enough reviews , then it becomes difficult to compare. **What problems is Advisor Websites solving and how is that benefiting you?** Helps to make decision quickly and fast to select the right supplier for the job. ### 6. Horrible experience **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Advisor Websites?** Absolutely nothing. The entire process was just a pain. Not only were they not able to deliver my website as contracted for but also messed up my server setting to crash my email servers for over a week. **What do you dislike about Advisor Websites?** Everything...These guys do not have the skill, capabilities, and resources to deliver a compliant website. **Recommendations to others considering Advisor Websites:** Do not overpromise. Get qualified staff. **What problems is Advisor Websites solving and how is that benefiting you?** I was trying to set up a website for my newly established RIA firm, but it was a nightmare dealing with Advisor websites. ### 7. Really a great advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Sanjith S. | Gadgets and electronics, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2018 **What do you like best about Advisor Websites?** Helped me to expand my business so fast and easily and saved my time and travel money. **What do you dislike about Advisor Websites?** The customer service is bad would really love if they fix that.One of the reasons I stopped using it **Recommendations to others considering Advisor Websites:** If you want to save time and money come to advisor website.l **What problems is Advisor Websites solving and how is that benefiting you?** It saves time and money. ### 8. USer friendly and saves a ton of time! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2018 **What do you like best about Advisor Websites?** The ease of navigation through the website as well as the response time of the support team. Also, the tutorials are fantastic and extremly helpful! **What do you dislike about Advisor Websites?** I havent been able to across someting I don't like yet! **What problems is Advisor Websites solving and how is that benefiting you?** How to get our message across to our clients in a easy and efficient way. Especially since most of our visitors have little knowledge of the service we provide when they first enter our website ### 9. Middle range web option **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2017 **What do you like best about Advisor Websites?** For individuals who are looking to host the basics without the fees of other hosting options **What do you dislike about Advisor Websites?** Templates and styles are not quite up to par **Recommendations to others considering Advisor Websites:** Research alternatives, consider costs and the data needs of your bussiness **What problems is Advisor Websites solving and how is that benefiting you?** Hosting of video, audio and text. Integrating and optimizing traffic to a certain degree is possible ### 10. Advisor Websites **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2017 **What do you like best about Advisor Websites?** It's nice to know that it is compliant, and that there is the "stamp of approval" for financial advisors using this website. It also can produce a pretty nice, clean, website for the customer to view. **What do you dislike about Advisor Websites?** The backend is horrible. Trying to customize is a nightmare. What should be drag and drop is locked, things are clunky and super manual, the features you can add aren't intuitive, and it just overall leaves a lot to be desired. **Recommendations to others considering Advisor Websites:** If you can hire someone to do a professional, compliant website for you - do it. This website platform will give you headaches unless you are just looking for a basic, information website and not something interactive or high-tech. **What problems is Advisor Websites solving and how is that benefiting you?** We have a website! And that website does have a pretty nice mobile app. This helps us with our branding, and keeps us relevant. ### 11. The best option for websites in financial services, anywhere! **Rating:** 5.0/5.0 stars **Reviewed by:** Ray A. | Chief Customer Officer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2017 **What do you like best about Advisor Websites?** Regular (but not overwhelming) follow-up from friendly, knowledgeable staff. Fair pricing for an excellent product. **What do you dislike about Advisor Websites?** I haven't found anything at their end. It's more my inability to commit the time to maximize the content on the site. **Recommendations to others considering Advisor Websites:** Use them - they're awesome! **What problems is Advisor Websites solving and how is that benefiting you?** Marketing to new prospects and existing clients. Client communication. ## Advisor Websites Discussions - [What is Advisor Websites used for?](https://www.g2.com/discussions/what-is-advisor-websites-used-for) - [View Advisor Websites pricing details and edition comparison](https://www.g2.com/products/advisor-websites/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+11%3A35%3A15+-0500&secure%5Bsession_id%5D=d45996ab-1784-4848-8c75-2bbbda589c9b&secure%5Btoken%5D=4125239d353d39af7c22f8ce426cd7028fcee3d34068960c3b266db1ae9fd610&format=llm_user) ## Advisor Websites Features **Customizations** - Templates - Drag and Drop - HTML Input - Domain Name **Growth** - SEO - Site Analytics - Marketing Tools - E-Commerce - Hosting **Content** - Email Integrations - Content Management - Permissions - WordPress Tool **Support** - Customer Support ## Top Advisor Websites Alternatives - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - 4.4/5.0 (2,666 reviews) - [Constant Contact](https://www.g2.com/products/constant-contact/reviews) - 4.1/5.0 (7,197 reviews) - [Duda](https://www.g2.com/products/duda/reviews) - 4.7/5.0 (758 reviews)