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Fast Start: White-Label eCommerce Tech StackLaunch your financial planning business online without the tech headaches.

 

Our White-Label eCommerce Tech Stack is a scalable, user-friendly solution designed to help you create a professional online presence effortlessly, so you can focus on what matters most—serving your clients.

 

Key Benefits:Instant Online Presence:

  • A fully branded, customisable website that showcases your services and expertise, up and running with ease.
  • User-Friendly Platform: No tech skills needed. Simple tools make it easy to build, manage, and update your site so you can focus on helping clients.
  • Seamless Client Experience: Provide a smooth online journey for your clients, from exploring services to booking sessions and making payments.
  • Revenue Growth Made Easy: Expand your reach, connect with a wider audience, and generate income with a streamlined eCommerce setup.
  • Comprehensive Start-Up Support: Includes proposition and brand design, back-office advice on loading videos, courses, blogs, and groups, plus help with email, CRM, SEO, analytics, and liaising with your admin team.

 

Ready to grow your business? Embrace our tech stack and unlock new opportunities for success—quickly and hassle-free. Let’s get started!

 

Introducing our Comprehensive Solution for Generic Financial Planning Advice Firms - A White-Label Hosted Website, E-commerce Shop, CRM System, and Invoicing Package with your own URL to Take Your Business to New Heights!

£2,750 set-up cost, (PLUS AN OPTIONAL £150 PER MONTH RENT FROM LAUNCH TO OWNERSHIP - SEE CHOOSE PLANS). ALLOW 4 WEEKS FOR LAUNCH! **FOR AoLP MEMBERS ONLY.**

Our white-label solution allows you to customise the platform to match your brand and vision, creating a seamless experience for your clients.

You can easily showcase your services, team members, and portfolio, and with our e-commerce shop, you can sell your products and services online.

Our powerful CRM system streamlines your client management and communication process, helping you to manage client information, track interactions, and send personalised emails and newsletters all in one place.

Our mobile-responsive platform ensures your clients can access your services from any device.

In addition to our white-label hosted website, e-commerce shop, and CRM system, we are excited to introduce our new invoicing package. With this package, you can easily create and send professional invoices to your clients, keeping track of all your financial transactions in one place.

 

Includes:

  • Building, Testing, Deploying Web Application.
  • Ongoing website maintenance (optional).
  • Shop/ regular subscription payment services.
  • Technical Support.
  • Graphic & Logo design.
  • SEO optimisation.
  • Email systems x 2.
  • CRM systems.
  • Member support, group, and forum.
  • Blog post.
  • Booking system.
  • Document management.
  • And much more.


You can invest in your business's future today and take advantage of this comprehensive solution with everything you need to grow your business and provide exceptional service to your clients. With our dedicated support team to assist you with questions or concerns, you can take your business to new heights!

Building, Testing, Deploying Own Labelled Tech Stack/ Website

£5,000.00 Regular Price
£2,750.00Sale Price

    Let's Talk.

    9 Franklin Way, Spilsby,
    Lincolnshire, UK, PE23 5GG.

    Tel: 07850 102070

    info@aolp.co

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    Regulatory Information and Consumer Protection Notice:

    The Academy of Life Planning Limited (AoLP) offers a range of services including generic financial advice, financial education, management consulting, coaching, training, mentorship, events management, and ongoing service support.

    The content on this website is for informational purposes and not professional financial advice. It reflects the opinions of individual authors, based on their research, observations, and years of experience. Please note that neither the authors nor AoLP are registered investment advisers, solicitors, or licensed accounting professionals. We do not provide legal, tax, accounting, investment advice, or other professional services. Any liability for errors or omissions, or for any damage alleged to have been caused by the information on this site, is disclaimed. Use this site and its content at your own risk. We also disclaim responsibility for updating information and for third-party content, products, and services, including those accessed through hyperlinks or advertisements on this site.

    Our financial planning services offer generic advice and are therefore governed by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are regulated by the Competition and Markets Authority, not the Financial Conduct Authority (FCA), because we do not provide advice relating to specific investments or carry out activities regulated under Section 22 of the Financial Services and Markets Act 2000. We do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you need financial products, you can access these directly from the market or via financial intermediaries. If you are seeking a personal recommendation for an investment product, you should consult a licensed investment adviser.

    In simpler terms, we sell plans, not products.

    The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Our registered office address is 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. We are registered with the Information Commissioner's Office, reference number ZA502687.

    For more detailed information about the terms of usage of our website, please refer to our Terms and Conditions. If you have any questions or need further information, please don't hesitate to contact us.

     

    © 2025 The Academy of Life Planning Limited. All rights reserved.

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