Onboarding starts from your CRD. Your registration, fees, and credentials are pulled from the public record, shown to you for confirmation, and bound to the site — so a brand-new firm launches with every regulated statement traceable to its source, not typed from memory during the busiest month of your career.
Nothing is published, indexed, or discoverable until you say go. Your site is built and reviewed in private, then switched on the day you launch.
ADV and Form CRS slots, testimonial disclosure patterns, and version archiving are built into the structure — so the site your clients see on day one is the site your compliance review already approved.
The Allux Launch System runs the same sequence every time: intake, first design direction, refinement, your review window, live. Timelines are set in your order and tracked in writing — you'll know exactly where things stand while everything else in your launch is moving.
The domain is registered to you. The content is yours. The terms are month-to-month, with the Portability Guarantee in writing — because the last thing a new firm needs is a new landlord.
Bespoke site designed around your niche and how you charge · content drafted from your intake, ready for your review · domain, SSL, and email-ready DNS setup · ADV/CRS and disclosure slots in place · review-before-publish workflow for your CCO or consultant · every published version archived from day one · launch-day cutover handled by us.
For new Managed customers, standard Design & Launch is included with the $399/month plan; Allux for Firms retains its $1,999 one-time Design & Launch fee — see pricing. Managed remains month-to-month. We agree the launch scope and required inputs before the first subscription payment, which is due when paid launch work begins. Read the financial advisor website cost guide.
Many firms come to Allux through their registration or compliance consultant. If yours handles your launch, we work directly alongside them — shared review access, exportable records, no coordination burden on you. (Consultants and compliance firms: we work alongside you on client launches — write to us at info@allux.ai.)