A working website, not a brochure. A Market Site drives the outcomes that move your business forward. Six capability layers attract, capture, and move your prospects toward a conversation, all expressing 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, using search engines, AI assistants, and peer networks to find answers to their questions. They may never speak to your team.
Living the Brand
The firms winning new business have stopped describing their expertise and started demonstrating it. Prove your expertise before the first call, and start the conversation already halfway to closing the deal.
Designed to be the meeting before the meeting.
Brochure Site
Describes your firm: Blah, blah, blah.
Market Site
Demonstrates you are different, every hour, every visit.
A Fundamental Reboot
A Market Site replaces your static brochure site with a working platform. Instead of describing what your firm does, it shows your firm working dynamically in front of the prospect, publishing CIO opinions, surfacing the markets they monitor, running the analytics they get now by using 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 capabilities before the first contact.
The Outcome
By the time a prospect reaches out, they have already seen your firm think, publish, and answer. The first conversation is no longer a pitch, it is a confirmation. The firms that make this shift stop chasing introductions. They start receiving prospects with an appetite to talk about their needs.
A Market Site is judged on the quality of what's happening beyond the home page. These live working surfaces can be rendered in your brand.
01 · Thought Leadership
Most firms publish a quarterly letter and call it content. A Market Site turns your thought leadership into a daily habit. Regularly broadcast, AI-powered podcasts are generated from your analysts' research and distributed across Spotify, Apple, and Amazon. Use AI to publish a weekly market briefing every customer will opt 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
Share 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 curated, client-relevant view, presented in your brand through your firm's Market Site.
04 · AI Engagement
A Market Site uses AI that 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 more about their situation and goals. Trained to respect the red lines of regulation, we make sure each conversation stays the right side of compliance.
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 with "Book Your Advisor Review".
06 · Screeners & Research
For the analytically minded prospect looking to test their own theories, nothing signals your credibility faster than serious tools. Our Theme AI Screener and fund and stock screeners keep prospects exploring their investment thesis on your firm's Market Site, instead of sending them away to a third-party tool or a competitor's site.
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 Market Site features a host of live surfaces, constantly updated with real-time data. Our Market Pulse, screeners, research, and AI Answers run on the same institutional-grade real-time market data feeds the Street relies on. Fully licensed, normalised, and rendered entirely in your brand, all on your domain.
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 story and we'll talk you through it.
TechnoWealth wanted to bring market access, research, portfolios, and planning together into one massively scalable, branded experience. We partnered with them to design and build their Market Site end to end.
Read the case study
Created to accelerate banking transformation, we helped Santander InnoVentures to establish its reputation as a banking partner of choice for fintech scaleups.
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
NatWest Boxed needed to retain the trust and confidence offered by a tier one global bank but also to communicate the innovation and agility of a fintech.
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.
