| Website ownership | Project-specific website files transfer after full payment, under the agreement. Month-to-month care is part of new RIA engagements.1 | Your content, vendor-licensed content and platform rights are distinct. Confirm website-file export in your agreement. | You retain your own IP. The platform is licensed. Confirm website-file export in your agreement. | Provider retains Living Site design and code. Data exports exclude that IP. You retain supplied data and your domain.2 |
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| Design approach | Custom design at every tier. Essential is a smaller, focused scope. | Essential uses themes. Premium includes tailored design. | Foundations uses a basic template. Grow offers a premium template with custom design. | Clone recreates your design. Pro includes a new custom design. |
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| Published website price | One-time builds: Essential from $2,250, Full from $3,750, Custom from $5,000. Managed hosting and care: $100/month from launch, month to month, as part of new RIA engagements. | Essential: $79/month + $795 setup. Premium: $149/month + $2,995 setup. | Foundations: $99/month + $499 setup. Grow: $199/month + $2,499 setup. Annual term. | Clone: $800/month. Pro: $1,000/month. No upfront fee listed. Includes Attract. |
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| Publishing your content | Client-owned CMS with Full or Custom when needed. Essential updates via agreed care or hourly work. Optional managed portal is separate.1 | Website dashboard and blogging tools. | Website editor. Grow adds blogging tools. | Attract content agent with review before publication. |
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| SEO and AI search | Technical search foundations in every build. Ongoing SEO, content and AI-search work scoped separately. | Search features include metadata, redirects and structured data. | Basic SEO in Foundations. Grow lists SEO and AEO enhancements. | Attract SEO, AEO and content included. |
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| Firm review | Copy and disclosure placement for your reviewers. Your firm approves the site. Archiving separately scoped. | Compliance submission workflow and website archiving. | Built-in compliance workflow. | Customer must review and approve AI output. |
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| Working relationship | Work directly with Trevor and Taylor. RIA Site Care targets: response within 1 business day, routine approved changes typically within 2 business days of approved copy. | Premium includes project management. Confirm ongoing response targets. | Foundations includes basic email support. Grow includes 1 development hour/month. | Managed platform. Confirm support targets and any done-for-you scope. |
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| Ongoing marketing | Works with your existing marketing tools where supported. Content, campaigns and AI-search services are separate from the website build. | Separate marketing plans and bundles available. | Separate Campaigns plans and website bundles available. | Convert prospecting is an additional product. |