Website design for wealth managers

Trust starts before the first appointment

Clients entrust their savings, retirement or estate planning to someone they have checked. Your website presents your approach, professional status and registrations, then offers an introductory appointment.

  • From €69/month
  • Support from start to finish

What clients check before entrusting their wealth

They are not looking for promised returns. They want a method, clear professional status and someone who listens.

Your method

Clients want to know how you work.

  • Wealth assessment
    What you analyse at the first meeting.
  • Strategy
    Savings, retirement, property, succession.
  • Ongoing support
    How often you meet and report.

A clear method is worth more than advertised returns.

Your status

There are many professional statuses, often poorly understood.

  • Registrations
    With the relevant authority, including your number.
  • Remuneration
    Fees, commissions or both.
  • Independence
    The partners you work with.

Transparency about remuneration reassures clients.

Your clients

Each audience has its own questions.

  • Individuals
    Savings, pensions, property purchases.
  • Self-employed people and directors
    Remuneration, company, exit.
  • Families
    Gifts, inheritance, wealth transfer.

A page for each situation, so everyone can find what they need.

Display your status and registrations

When an activity requires authorisation or registration, Article III.74 of Belgium's Code of Economic Law requires the relevant authority's contact details to be displayed. For an intermediary in insurance, banking or investment services, this is generally the FSMA; state your status and registration number exactly as they appear in its registers. We publish no returns, past performance or promises of gains.

The introductory appointment

The first meeting is about understanding the client's situation. With Bookings & appointments, they choose a slot at your office or by video; the request enters your CRM, where you then track every relationship and deadline.

Meeting summaries without re-entering data

After each appointment, Meeting notes transcribes the conversation and prepares a summary for you to review before sending. You keep a record of what was said without taking notes during the discussion.

They trusted us with their website

Trustpilot

A big thank you to Antoine and the whole Eazy Click team for their excellent work and ongoing support for our finest showcase: the CLC Immo website.
Creative, effective and always ready to tackle technical challenges, they have met our expectations while remaining competitively priced.
After more than 10 years of working together, I highly recommend their services. (translated from French)

Tanguy – Director, Estate Agency

Tanguy Langenaeken Director, CLC Immo
Read their story →
Trustpilot

An effective, attentive collaboration, with regular, precise follow-up on our requests! Extremely happy with their work creating our website! (translated from French)

FS Aquatic
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Trustpilot

We asked Eazyclick by Caracal to create a new website for our business. Very satisfied with their work and the support throughout the project. First, they immediately proposed a design that reflected our ideas and matched the image we wanted for our company. The website is also very easy to use and intuitive. We really appreciated how responsive and available they were when we had questions. An agency we'd recommend! (translated from French)

Vincent Cordonnier Architect, VMAR Architectes
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Google

We worked with Eazy Click to update our website, which was no longer suited to the other platforms connected to it. We thank the Eazy Click team for their efficiency.

Marc Boutefeu Immo Références
Read their story →
Trustpilot

I've just had my website redone with eazyclic.
Highly recommended.
The team listened to my expectations and supported us properly at every stage. The result lives up to what I hoped for.
Traffic to our website is increasing too.

Sébastien Mullenders MYIMMO
Read their story →
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Your wealth management solution

Every relationship tracked in your CRM, meeting summaries prepared for you and newsletters sent to clients and prospects.

Customer relationships

CRM Pro

Your leads organised, tracked and followed up.

Every form, appointment and order lands in your pipeline. Drag deals from one stage to the next and know who to follow up every morning.

Discover
Management & finance

Meeting notes

Your meetings, summarised and ready to follow up.

Start recording and stay in the conversation. A few minutes later, you get the transcript, a clear summary and action list, filed under the right customer.

Discover
Visibility & acquisition

Email marketing

Your customers are already here. Write to them.

Your contacts come from your forms, shop and appointments. Choose a segment, a branded template, and send. No file exports.

Discover

6 elements of a wealth management website

An understated website that inspires trust. And explains before it sells.

01/06

Approach

Your method

From assessment to ongoing support, how you guide a client.

02/06

Situations

A page for each need

Retirement, succession, directors, expats.

03/06

Status

Registrations

Your status, supervisory authority and registration number.

04/06

Remuneration

Transparent

Fees, commissions and what the client pays.

05/06

Appointments

Introduction

An initial meeting bookable online, at your office or by video.

06/06

Publications

Your perspective

Analysis and newsletters, without personalised advice.

How do you create a website for your wealth management firm?

Why choose between speed, quality and price? With Eazyclick, you don't have to compromise.

Options

Option 1

Freelancer or agency

Option 2

Best solution

Budget

3 000 € - 15 000 €

€0 to €1,000/year (excluding time spent)

From €69/month

Time commitment

Limited, but project management required

At least 30h if starting from scratch

Support from start to finish

Design customisation

Excellent, especially with a creative agency

Moderate: limited without code or paid extensions

Excellent, bespoke from GlowUp onwards

Skills required

None, but you need to choose your provider carefully

Design, structure, SEO, CMS, and still some technical knowledge

None: a project manager guides you

Managing your customers and invoices

Find tools elsewhere, then connect them

Paid extensions, one for each need

Built in: your CRM and your optional modules

After launch

Maintenance billed separately

You're on your own

Your project manager, every month

Best solution

Budget

From €69/month

Time commitment

Support from start to finish

Design customisation

Excellent, bespoke from GlowUp onwards

Skills required

None: a project manager guides you

Managing your customers and invoices

Built in: your CRM and your optional modules

After launch

Your project manager, every month

Option 1

Freelancer or agency

Budget

3 000 € - 15 000 €

Time commitment

Limited, but project management required

Design customisation

Excellent, especially with a creative agency

Skills required

None, but you need to choose your provider carefully

Managing your customers and invoices

Find tools elsewhere, then connect them

After launch

Maintenance billed separately

Option 2

Budget

€0 to €1,000/year (excluding time spent)

Time commitment

At least 30h if starting from scratch

Design customisation

Moderate: limited without code or paid extensions

Skills required

Design, structure, SEO, CMS, and still some technical knowledge

Managing your customers and invoices

Paid extensions, one for each need

After launch

You're on your own

Technical essentials for a wealth management website

The Eazyclick ecosystem, your central platform

No more juggling Wix, WordPress and ten subscriptions. The Eazyclick ecosystem brings everything you need into one place to edit your website, find your enquiries and track your results.

AI panels at your fingertips: nothing stands between you and your content.

  • Simple editing
    edit your website, Google profile and social media from one dashboard, with no technical skills needed.
  • Built-in CRM
    leads, forms and quotes stored in the same customer record, making them easy to sort and follow up.
  • Protection against hacking
    your website is protected from the outset by our infrastructure and cybersecurity expertise, built since 2012.
  • Long-term visibility
    your website, Google Business Profile and social media in one place, for better results on Google and ChatGPT over time.

Design that performs

A slow website or poor mobile experience drives visitors away in 3 seconds.

Google confirms it, and so do your visitors. Your website must:

  • Loading time
    load quickly (ideally in under 2 seconds)
  • Responsive
    be perfectly readable on smartphones, tablets and computers
  • Speed standard
    Meet speed, stability and interactivity requirements, with a PageSpeed Insights score of at least 80.

A rock-solid strategy

A wealth management website should reassure visitors, explain your approach and turn visitors into clients.

  • SEO
    Be visible on Google and ChatGPT for searches such as “wealth management Belgium”.
  • Advertising and social media
    A link in your LinkedIn bio, Google Ads or expert content helps attract qualified clients.
  • External platforms
    Google and financial networks strengthen your credibility and visibility.

Your website from €69/month excl. VAT, on a 24-month commitment, plus a one-off €249 setup fee.

Compare the packs

Questions? We have answers.

View all FAQs

What should I state about my status on my website?

Your exact status, the authority you are registered with and your registration number, your enterprise number and how you are remunerated. We reproduce this information as it appears in official registers.

Can we publish performance figures or returns?

We don't do this: past returns do not indicate future performance, and this type of communication is regulated. Your website presents your approach, services and status.

Can prospects book an initial meeting online?

Yes, in the office or by video. Prospects choose a slot and leave their contact details; the request reaches your CRM, with a reminder before the appointment.

What makes Eazyclick a new-generation digital agency rather than a traditional agency or freelancer?

We originally grew out of Caracal, an agency working with larger organisations.

Since 2012, we often met small businesses we simply could not serve with the best return on investment: too much bespoke work and time for a budget that could not stretch that far.

Eazyclick answers that problem: a product designed 100% for small businesses.

Website, SEO, branding and digital strategy: our services come together in one place. To go further, we also develop our own modules, such as booking, quote creation and invoicing, connected directly to your website.

One team manages everything, with package prices you know from the start. That is a new-generation agency.

How much does a digital agency cost today, and how does your pricing work?

Most agencies say "it depends", then leave you waiting three weeks for a vague quote.

At Eazyclick, we've built precise processes since 2012 to offer clear prices without guesswork. That's why we publish them directly on our website, starting on the homepage.

Choose the pack that matches your goals and know what you're paying and what you're getting before the first call.

Three packs, KickStarter, GlowUp and Booster, plus optional modules from €19/month with a 24-month commitment.

And e-commerce? It can be included in a GlowUp or Booster plan, depending on your project and goals.

Arrange your discovery call

Book a call with an expert

30 minutes, zero bullshit. We review your presence, identify the most strategic option for your goals, and tell you exactly what to do next.

Contact us

Book a call with Daniel or Federica for more information