A working website, not a brochure. Six capability layers that attract, hold, and move your prospects toward a conversation, all under your brand.
A site that describes your firm cannot compete with a site that demonstrates it.
Today's Prospect
Today's prospect doesn't fill out a contact form after reading your team bios. They research independently, across search engines, AI assistants, and peer networks, long before they ever speak to your team.
The Winning Choice
The firms winning new business have stopped describing their expertise and started demonstrating it. By the time a conversation happens, the firm has shown its work, and the prospect has already decided.
Built to be the meeting before the meeting.
Brochure Site
Describes your firm.
Market Site
Demonstrates your firm, every visit, every hour.
A Fundamental Repositioning
A market site replaces the brochure with a working platform. Instead of describing what your firm does, it puts your firm to work in front of the prospect, publishing analyst views, surfacing the markets your clients track, running the calculations they would otherwise run on someone else's tools.
Continuous Value Delivery
Real-time market intelligence keeps your brand present between touchpoints. Original research signals that your analysts have a point of view. Personalised diagnostic tools answer the questions prospects are asking during research. All of it lives under your brand, all of it builds the case for your firm before any contact happens.
The Outcome
By the time a prospect reaches out, they have already seen your firm think, publish, and answer. The conversation is no longer a pitch, it is a confirmation. The firms that make this shift stop chasing introductions. They start receiving them.
A market site is judged on the quality of what's behind the home page. These working surfaces are rendered in your brand.
01 · Thought Leadership
Most firms publish a quarterly letter and call it content. A market site turns thought leadership into an ongoing broadcast, AI-powered podcasts generated from your analysts' research and distributed across Spotify, Apple, and Amazon, plus a weekly market briefing every subscriber has opted into.
Ashworth Audio
The Quarterly Letter, read aloud
Concentration Risk & the 2021 Echo
Generated from the Q2 analyst note · 12 min
▸ Weekly Market Briefing
Every subscriber is a qualified prospect.
2,418
subscribers
Market Pulse
Curated to what your clients track
S&P 500
5,840.12
+0.42%
UST 10Y
4.18%
-0.03
XAU
2,648
+0.78%
DXY
104.62
+0.11%
SPX · 5D
+1.24%
▸ Ashworth View
"Concentration risk is back at 2021 levels, but the composition is different. Here's what we're watching."
02 · Market Intelligence
Real-time indices, equity prices, and key rates, curated to the assets your clients care about, with your firm's commentary attached to the numbers. Not a Bloomberg terminal. A considered view, branded to you.
04 · AI Engagement
Firm AI is configured to your firm. It answers wealth-planning questions with authority, reflects your investment philosophy, cites your own research, and, when the moment is right, invites the prospect to share their situation.
Ashworth AI
Always on · cites firm research
We're a family with most of our wealth in concentrated public equity. How should we be thinking about diversification without triggering a major tax event?
That's the right question to be asking. Three structures worth understanding:
Each fits a different posture on liquidity, control, and timing. Want me to walk through how each one would apply to your situation?
14 sources cited · 3 firm publications referenced
Calc 03 · Retire Comfortably
Income replacement planning
Signed in · T. Chen
At your current trajectory, you'll have
$8.4M
at age 65, 22% above your stated comfort threshold, with two adjustable risks.
Current assets
$3.2M
Annual contrib.
$140K
Target retire.
Age 62
▸ Ashworth notes two risks
Concentration in employer equity (38%) and an under-utilised mega-backdoor Roth, together worth roughly $1.4M of upside.
05 · Planning Tools
Before a client signs an engagement letter, they're already running their own calculations. The question is whether they're doing it on your website or someone else's. Nine conversational calculators, gated behind a simple sign-in, branded to your firm, ending in "Book review →".
06 · Screeners & Research
For the analytically inclined prospect, nothing signals credibility faster than serious tools. The Theme AI Screener + fund/stock screeners keep prospects on your domain instead of sending them to a third-party platform.
Theme AI Screener
"AI infrastructure"
42 matches
"Companies enabling next-gen AI compute capacity"
Sub-themes
SEMI
HYPER
UTIL
NETWK
COOL
SOFT
Top holdings · LTM
NVIDIA
SEMI+18%
Vertiv
COOL+24%
Constellation
UTIL+11%
Broadcom
SEMI+9%
Save thesis →
Data Partners
Every live surface, Market Pulse, screeners, research, and AI answers, runs on the same institutional feeds the Street relies on. Licensed, normalised, and rendered entirely in your brand.
Partner marks are the property of their respective owners, shown to indicate data sources available through the CodeSM Finance platform.
Case Studies
A look at how we help wealth, banking, and fintech firms grow. Request the full write-up on any of them.
TechnoWealth wanted to bring market access, research, portfolios, and planning together into one branded experience. We partnered with them to design and build the platform end to end.
Read the case study
JBI Wealth needed a digital presence that matched the calibre of their advice. We refreshed the brand and built a modern website to present their wealth-management expertise with clarity.
Read the case study
FinextraPro needed the groundwork to go to market. We helped put the brand, site, and CRM foundations in place so they could launch and scale on a solid footing.
Read the case studyReady to grow?
We'll learn about your firm, your prospect funnel, and your next quarter, then walk you through which of our products will move the needle first.
