A go-to microsite software for Wealth management associates to create professional websites

Enjoy a range of website building and optimization options our microsite creator for Wealth management associates offers, from affordable to premium, without needing technical skills.

Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.
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Build landing pages Build landing pages 500+ customizable layouts

Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Build landing pages that get results
Xola uses Instapage to optimize landing pages and double its sales lead database
Boost results through landing page optimization
Xola uses Instapage to optimize landing pages and double its sales lead database
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Power up landing pages with AI Power up landing pages with AI sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Improve alignment across your creative team sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Build landing pages500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost resultsMobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pagesA/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaignSeamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landingDetailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across500+ customizable layouts
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Unlock the potential of Microsite software for Wealth management associates with Instapage

Creating effective microsites is crucial for wealth management associates looking to engage clients and drive conversions. Instapage provides a powerful platform for building tailored landing pages designed to capture leads and enhance brand trust. With a library of 100+ customizable layouts and user-friendly design tools, marketers can create compelling microsites without needing extensive coding skills.

Step 1: Choosing the right layout

Selecting an appropriate template is vital for establishing the initial impression of your microsite. Instapage's conversion-focused designs allow wealth management professionals to pick layouts that resonate with their target audiences. Consider the following when selecting a layout:

  1. Relevance: Ensure the layout aligns with your target audience's preferences and needs.
  2. Visual appeal: Choose a design that is attractive and reflects your brand identity.
  3. Responsiveness: Select a layout that provides an optimal viewing experience across different devices.

Step 2: Customizing your microsite content

Once you've selected a layout, it's time to personalize your content. This is where you can utilize Instapage's dynamic text replacement feature for tailored messaging. Here's how to effectively customize your microsite:

  1. Targeted messaging: Craft content that speaks directly to the complexities of the wealth management industry.
  2. Utilize visuals: Implement high-quality images that resonate with financial themes to enhance engagement.
  3. Call-to-action: Always include a clear and compelling call-to-action to guide prospects toward conversion.

Step 3: Optimizing for performance

To ensure that your microsite achieves the desired results, leveraging Instapage's built-in optimization tools is essential. Here are key steps to consider:

  1. Conduct A/B testing: Experiment with different elements such as headlines, images, and CTAs to determine what works best.
  2. Monitor heatmaps: Use heatmaps to analyze user behavior on your microsite and identify areas for improvement.
  3. Analytics dashboard: Regularly review performance metrics to make informed adjustments and stay on track with your goals.

By following these steps, wealth management associates can build effective microsites tailored to their audiences, leading to increased conversions and enhanced brand loyalty.

Don't miss out on the potential to boost your client engagement through expertly crafted microsite experiences. Start creating your landing pages with Instapage today!

Ready to elevate your marketing strategy? Sign up for Instapage now and see how easy it is to design the perfect microsite for wealth management.

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
User review
Alex Kracov, Head of Marketing

Leading the way in building high-performing landing pages

Grid Leader - Summer 2025
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See microsite software for wealth management associates in action

See microsite software for wealth management associates in action

The discussion focuses on wealth management, specifically the mass affluent segment. The speaker, who has been building an AI team at Goldman, reflects on their experience in wealth management technology over four years at Farther. They highlight the importance of leveraging technology to widen the audience in the high net worth market, emphasizing that operational challenges can be addressed through tech advancements. They have created wealth management verticals aimed at profitable operations for higher net worth clients but note that the same operational principles apply across different client segments. The conversation underscores the evolving landscape of wealth management and the innovative approaches being implemented.

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