Complimentary Website Setup

Complimentary Website Setup

  • Description
  • Advantage
  • Benefits
First impressions are now made online. Get a Complimentary Website Setup that Stands Out from Competitors.

Your website should be doing more for you. There is a direct correlation between how a business is perceived compared to how their website looks and functions. Successful Financial Advisors need to immediately establish trust, build rapport, showcase their expertise and professionalism through a secure, well-designed site. CPA Site Solutions makes it easy.

CPA Site Solutions offers Financial Advisors access to websites that:

·       Immediately capture attention and display correctly across every device

·       Deliver a secure viewing experience with encrypted, HTTPS security

·       Make it seamless for visitors to send and receive information with the secure firm portal

·       Include customizable, compliant, pre-written content to save time and money

·       And 130+ other features designed to engage visitors and turn them into new clients

The Online Presence website package is perfect for Financial Advisors who are new to marketing their business and need to start with a professional, secure website that makes a strong first impression. And, as a Chalice member, you receive a complimentary website and 40% off monthly services!

Chalice Advantage

Exclusive benefits only available to Chalice Network members. 

  • Complimentary website setup
  • 25% off monthly services
  • $0 cost for the first 2 months 
  • Integrates with Chalice Advisor Exchange Snapshot


Chalice members enjoy the following benefits from CPA Site Solutions:

·       Modern, responsive websites that set a strong first impression

·       Access to must-have marketing features to grow your firm

·       Ready-to-go, customizable content to engage and educate visitors

·       Online experiences that build trust with current and potential clients

·       Keep current clients connected by promoting services you offer

·       Safely and securely exchange files with clients

·       HTTPS security-enabled website

·       Unlimited portal access