Free tech stack
Financial Advisor Tech Stack
Financial advice is bought on trust over time. This stack makes you credible on first search and keeps you present until they are ready.
Who this is for
Independent advisors, insurance agents and planners building a local referral practice.
The stack
Website
From $16/mo
Our pickSquarespace
Why: A clean, compliant-friendly site with clear services and one obvious next step.
CRM
From $20/mo
Our pickHubSpot Starter
Why: Long relationships need notes, tasks and reminders that outlive your memory.
Email marketing
From $15/mo
Our pickActiveCampaign
Why: Segment prospects and clients and automate the education that earns the meeting.
Scheduling
Free plan, $12/mo for advanced
Our pickCalendly
Why: Introductory calls booked without an assistant.
Payments
No monthly fee
Our pickStripe
Why: Planning fees and subscription advice models collected cleanly.
Analytics
Free
Our pickGoogle Analytics 4
Why: Free, well documented, and enough to see where traffic and conversions come from.
Optional tools
- Calendly routing forms
- Loom for plan walkthroughs
- Google Business Profile
Estimated starting monthly cost
$63 – $141/mo
Ranges assume entry-level plans and exclude transaction fees. Prices change — always confirm with the provider.
Go deeper on one category
Why each pick beats the alternatives for financial advisor businesses.
This is a great starting stack.
But is it the right stack for YOUR business?
Launch Punch can personalize your technology, website, CRM, marketing and launch strategy based on what you're actually building.
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