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Trusted by 2,000+ Creators

Create Your Financial Planning Software Website with AI in Seconds

Grigora provides a robust, intuitive platform designed to help financial advisors manage clients, plans, and growth effortlessly.

Trustpilot
G2
4.9/5 Rating
Powering 2000+ Websites and Growing Every Day
Autism Support
Brim Active
Engleza
HipHop
Mompreneurs
Radoy
TBC
Autism Support
Brim Active
Engleza
HipHop
Mompreneurs
Radoy
TBC
AI Power

Create your site with AI in 2 minutes

Type a short prompt, pick a language, and we will generate a fully responsive restaurant website instantly. Your site is live in 2 minutes.

Type a prompt and hit Generate. No design skills required.

In 2 minutes your website is live

Powerful Features

Everything you need to run a modern financial planning software

Grigora isn't just a website builder. It's a complete operating system for your online presence.

Client Onboarding Automation

Simplify the client intake process with customizable forms and automated workflows, getting new clients set up in minutes.

Interactive Financial Dashboards

Provide clients with real-time access to their financial plans, progress, and reports through a secure, personalized portal.

Integrated Calendar & Scheduling

Manage appointments, client meetings, and follow-ups directly within the platform, syncing with your existing calendar.

Secure Document Sharing

Safely share sensitive financial documents and reports with clients using encrypted portals and access controls.

Robust Reporting & Analytics

Generate comprehensive financial reports, track key metrics, and gain insights into client portfolios and business performance.

Compliance & Security Tools

Ensure regulatory compliance with built-in audit trails, data encryption, and secure hosting for peace of mind.

Why Financial Advisors choose Grigora over generic builders

Generic tools like Wix or Squarespace aren't built for Financial Planning. We are. See the difference a dedicated platform makes.

Generic Builders

Wix, Squarespace, etc.

Client Portal:
Plugin Required
Financial Modeling Tools:
Regulatory Compliance:
Manual
CRM Integration:
Limited
Mobile Performance:
Average
RECOMMENDED
Grigora

All-in-one Platform

Client Portal:
Built-in Secure
Financial Modeling Tools:
Integrated
Regulatory Compliance:
Automated Checks
CRM Integration:
Seamless
Mobile Performance:
99/100 Score
Dominate Search

Get found when clients search 'best financial advisor'

Grigora's advanced SEO modules automatically handle technical SEO elements like Schema.org and Core Web Vitals, helping your financial planning software website rank #1.

Semantic HTML & Schema Markup

Automatically structure your website content with semantic HTML and schema markup to clearly communicate your services to search engines, boosting visibility for specific financial planning terms.

Core Web Vitals Ready

Grigora websites are optimized for lightning-fast loading and smooth user experience, ensuring top Core Web Vitals scores for better search rankings and client engagement.

Rank #1
in "best financial planning software for advisors"
best financial planning software for advisors
AllMapsImagesNews
G
Grigora: Top-Rated Financial Planning Software for Advisors
www.grigora.com/financial-planning-software
Grigora: Top-Rated Financial Planning Software for Advisors
4.9
(215 Reviews) · Starting at $X/month · Software
"Discover Grigora, the all-in-one financial planning software designed to empower advisors. Streamline operations, enhance client experience, and grow your practice effortlessly."
Client PortalsPortfolio ManagementAutomated Reporting

Stunning templates,
ready to serve

Choose from dozens of professionally designed, mobile-responsive templates crafted specifically for different restaurant concepts.

How it works

From concept to client management in minutes

1

Choose Your Template

Select from professionally designed templates tailored for financial services, or start from scratch with our drag-and-drop builder.

2

Customize & Integrate

Easily add your branding, client management tools, and integrate with essential financial APIs. No coding required.

3

Launch & Grow

Publish your high-performance financial planning website and start attracting new clients, managing portfolios, and building wealth.

Social Proof

Loved by the financial planning community

Join thousands of financial advisors growing their business with Grigora.

Frequently asked questions

Get started in less than 5 minutes

Ready to elevate your financial planning practice?

Join 10,000+ financial advisors growing their business with Grigora. Launch your stunning, high-performance website and client portal by tonight.

14-day free trial • No credit card required • Cancel anytime