Service

Website Build & Management

Built for the firm. Maintained for the long term.

All services

A website your firm owns, built from your content and shaped around the practice. A standalone fixed-fee build includes the first three months of management, with ongoing hosting, monitoring and upkeep available month to month.

Best for

Firms whose website no longer reflects the practice, or that want ownership rather than dependence on a platform.

01

The build

I design and build websites for RIAs as a standalone fixed-fee project. Your firm supplies the substance: who you are, what you do, your bios. I shape it to fit and build the structure around it.

  • The first three calendar months of management are included.
  • Hosting, monitoring and updates during those first three months.
  • Up to an hour a month of changes to existing pages as the site settles.

Your Chief Compliance Officer reviews the site before launch, and nothing goes live without that sign-off.

02

Ongoing management

After the first three months, management continues month to month at a flat fee.

  • Hosting, monthly monitoring and a written report.
  • Up to an hour of changes a month.
  • A quarterly review each February, May, August and November.
  • Every change staged for your approval before it goes live.

Major redesigns and new functionality are scoped separately.

03

The site belongs to your firm

Stop paying a platform and you have nothing. Stop paying Palivon and you have a website. You own the deliverables on payment in full, and the source repository transfers to an account your firm controls, along with everything needed to deploy it.

  • Either side may end management on thirty days' notice.
  • Hosting continues for fifteen days after the end date so you have time to move the site.
04

Available on its own

Website Build & Management is available independent of any consulting engagement. Active Navigator and Cartographer clients receive 20% off the build and any major redesign work, and 10% off ongoing management.

Talk through Website Build & Management.

The discovery call is where we work out whether this is the right fit for your firm.