A full-stack web presence built for a Vancouver-based wealth coach — bespoke public site, intelligent booking, custom CRM with client pipeline, automated email sequences, and a complete admin panel built from the ground up.
Fully responsive across every device. The iframe below loads the live site — scroll, click, and explore it directly.
Desktop — 1280 px
Mobile — 390 px
Booking dashboard, client CRM & pipeline, automated email sequences, review management, a built-in blog, and full site customization — every feature designed around Theresa's actual workflow. No third-party CRM license, no per-seat cost.
admin123
Sandbox instance seeded with sample data — no real client information. Scroll and click around inside the frame below, or open it in a new tab.
Desktop — scrollable live frame
Zero off-the-shelf plugins. Every interaction was designed and coded specifically for Theresa's business.
Hero, services, stats counters, testimonial slider, gallery, booking CTA — fully optimised for mobile.
Live availability pulled from admin settings. Enforces booking window, buffer time, and blocked dates in real time.
349 imported contacts with pipeline stages, policy documents, attachments, notes, and full activity logs.
Cron-driven: 24h / 1h / 10min reminders, post-meeting follow-ups, 12-week newsletter, birthday greetings at 9 AM PST.
211 client PDFs imported and linked to contacts. Inline PDF viewer with policy-to-attachment auto-matching by contract number.
Public review collection → admin moderation → homepage display with live average rating and star count.
Dashboard widget shows upcoming birthdays in next 7 days. Auto-email at 9 AM PST on the day, logged to contact activity.
Embedded chatbot identifies visitor intent, captures contact info, and logs sessions directly into the CRM pipeline.
Hosted on shared hosting. No CRM subscription, no email platform fee — the entire stack is owned outright.
Write, edit and publish posts from the admin panel — cover image, rich-text body, SEO meta and draft/publish status. Feeds straight into the public site.
Hero copy, services, testimonials, gallery and branding are all editable from the admin panel — the whole public site updates without touching code.
Equipping a financial advisory practice with these same 7 capabilities — website, CRM, booking, email automation, e-signature, reviews, and AI chat — normally means stitching together multiple paid tools. Here's what the market actually charges.
| Approach | Monthly | Annual | Best For |
|---|---|---|---|
| All-In-One Platforme.g. GoHighLevel, Kartra | $97 – $297 | $1,164 – $3,564 | Solopreneurs, hybrid insurance/coaches, or firms focused primarily on top-of-funnel marketing |
| Best-of-Breed StackWealthbox/Redtail + DocuSign + Calendly + ActiveCampaign | $350 – $650 | $4,200 – $7,800 | Fiduciaries (RIAs, Broker-Dealer reps) who need SEC/FINRA-compliant CRM & archiving |
| Enterprise / Custom StackMulti-tool integration + agency build | $800 – $1,500+ | $9,600 – $18,000+ | Established multi-advisor teams requiring complex integrations & custom design |
| JEDCOMTech Custom BuildEvery feature above, owned outright — no subscriptions | $0 (or $30/mo hosted & supported) | Any advisor who wants the full stack without per-seat fees or ongoing subscriptions |
The same system built for Theresa — available for your practice. Choose how you want to run it.
You receive the full source code. Install and run it on your own server.
Pay once. Own it forever.
You handle hosting & setup
We set it up, host it, and keep it running. You focus on clients.
License fee — same as Option A
Cancel anytime · No long-term contract
We build custom web applications tailored to your business — no templates, no shortcuts.