The ARYZE Marketing Tech Stack: What We Recommend, and Why It's Right for Advisors

With your own tech stack on the planning and management end of things, you probably haven't put much thought into the marketing end of things.

There are literally thousands upon thousands of marketing tools out there, every one of them promising to change your firm.

So you end up with a graveyard of half-set-up apps, three logins you forgot you had, and a credit card statement you'd rather not look at too closely.

Well don't fear—we've walked through that graveyard so you don't have to.

This is the stack we hand to the advisors we work with, from websites to emails, AI to the simple scheduling link that saves you at least ten back-and-forth emails a week.

Each tool has been ranked using the same three questions:

•  What does it cost? Like, the real numbers, not just some "contact sales” runaround.

•  Is it going to make your head hurt? There's nothing worse than buying an overcomplicated tool.

•  Does it fit an advisor? With enough features to run your practice, not forty you'll never touch.

Before we get started, it's worth noting that prices move around a fair bit. Half these platforms changed their plans within the last year alone.

The numbers below are current as of mid-2026, but have a glance at the pricing page before you put in a card. Ready? Let's go.

Your Website: Webflow + Google's Free Stuff

Webflow

Because your website lays your marketing foundation, it’s the most important aspect of your whole stack. We currently build our websites on Webflow, and the reason is pretty simple when you boil it down.

You get a genuinely beautiful, fast, professional site that has a clean UI/UX for advisors. We can build as simple or complex a site as you need and you have the editing capabilities to manage simple editing features like text, swapping images, setting links, and publishing content to their capable CMS (like a new blog post). While it’s tougher for a financial advisor to try a DIY approach, the transfer is seamless. It all happens in a visual editor, no code required.

Pricing is refreshingly competitive, too. The plan that fits most advisors is the Premium plan at $25/month (billed yearly), because it unlocks the full CMS—meaning you can post to a blog, create events, add authors, set categories, etc. There's a cheaper Basic tier at $15, but it skips the CMS collections. 

The downside? There's a real learning curve. Webflow hands you a lot of control, and a lot of control means a lot of options—building a site from a blank canvas takes patience, and it's more than some advisors want to take on themselves. The upside is that once the thing is built, keeping it current is about as easy as it gets. You're editing text and swapping images, not wrestling with hosting settings.

Google Analytics, Tag Manager, Search Console, and Clarity

The most useful analytics tools from Google and Microsoft don't cost you a penny.

You've probably got Google Analytics running to see what people are doing on your site, but out of the box, it's not as powerful as it could be. At its base level, you can see how many people are on your site, which pages they're on, and get a general sense of engagement.

Google Tag Manager fills in the missing links. Through Tag Manager, you can add more variables, triggers, and tags so you can track specific actions like how many people click a button, fill out a form, or scroll through the page.

Google Search Console covers the search side of things: what keywords people search to find you, which pages Google's indexed, and whether anything's broken on the SEO end.

To literally see how people interact with your site, set up Microsoft Clarity for heat mapping. It's free—quick disclaimer: you're handing your data to Microsoft—but it shows you exactly where people stop, scroll, and click (whether it worked or not), and more.

The one catch is that these tools can feel overwhelming at first with menus everywhere, metrics you've never heard of, charts on charts. Don't let that scare you off. Set them up once, ignore 90% of it, check the handful of numbers that matter once a month, and you'll already know more about your marketing than most firms twice your size.

Email Marketing: Kit

Outside of hosting a community, your email list is the one channel you own outright—no algorithm deciding who sees you—and for an advisor staying top-of-mind with clients and prospects, it's pretty hard to beat.

We recommend Kit (you might remember it as ConvertKit). The simple reason is it offers everything an advisor needs, with a cheaper price than the tools doing the same thing with a lot more bloat.

Kit is free for up to 10,000 subscribers, though it does have free recommendations in your emails. You get unlimited emails, landing pages, sign-up forms, plus a basic automation and a welcome sequence. Some advisors could run their entire email platform for years and never pay a cent. When you do outgrow the free tier, the Creator plan is $39/month at 1,000 subscribers (around $33/month if you pay yearly), and it scales up from there as your list grows.

Compare that to platforms like Mailchimp or ActiveCampaign, where you pay for your very first hundred subscribers, and the math gets pretty obvious, fast.

But cheap doesn't mean stripped-down. Kit's visual automation builder—the thing that sends the right email to the right person at the right time—is honestly pretty easy to use. You drag boxes around, you connect them, and you're done. For an advisor who wants a clean newsletter and a few automated sequences (a welcome series, a follow-up after someone downloads your guide), it's exactly the right amount of tool.

The trade-off is the free plan limits you to one automation and one sequence, and Kit is email-first—it's not trying to be your all-in-one CRM. For most advisors, that's what you should be looking for: a tool that nails email instead of doing ten things halfway.

Automation: Monday.com, Make, and Zapier

Make and Zapier

These two are the glue. They connect your other tools so things happen automatically—someone books a call, and poof, they're added to your CRM, tagged in Kit, dropped into Monday.com, and you get a heads-up, all without you lifting a finger.

Make is the budget-friendly, more visual option. Its free tier gives you 1,000 operations a month, which is plenty to start. Zapier is the more famous name and connects to basically everything under the sun—its free plan covers 100 tasks a month, and paid plans start at about $20/month (billed annually) when you need more muscle.

So which one should you reach for? If you want to save a few dollars and don't mind a slightly more hands-on builder, go with Make. If you want the tool with an integration for every app you've ever heard of, Zapier is for you. Fair warning on both, though—automation is a rabbit hole, and Zapier's bill in particular can climb quietly as your tasks add up, so build what you need and potentially resist the urge to automate everything.

Design: Canva, Figma, and Adobe

Three tools, each with three very different jobs.

Canva is the one we point advisors to first because it's free to start, and the free plan is genuinely generous—templates, social posts, simple graphics, all of it. Canva Pro is just $15/month and adds the good stuff like brand kits, a background remover, and a giant library of premium templates and assets. For 95% of what an advisor needs to make, Canva is a great solution.

The downside is Canva trades control for convenience. Because so much of it is template-driven, your work can end up looking like everyone else's—a lot of businesses are pulling from the exact same template library—and you can't quite fine-tune type, spacing, and custom assets the way a dedicated design tool lets you. For quick, on-brand graphics, it's perfect. For anything that needs to look truly one-of-a-kind, you'll eventually feel the ceiling.

Figma is the step up in horsepower, and we love it. This is our go-to for anything digital—web graphics, social banners, social posts, ad creative, you name it. The free tier is probably all a typical advisor would ever need, and while it's a bit more involved than Canva, the control you get back is more than worth it. You might not touch it every day, but it's a great name to know the moment you need it.

Adobe Creative Cloud is the professional-grade suite—Photoshop, Illustrator, the whole family. Would I ever recommend it to an advisor? Probably not. It's also the priciest by a mile, with the full All Apps plan running $54.99–$69.99/month. Unless you've got someone designing internally within your firm, you’ll probably never need it. We mostly mention it so you know what it is the moment a designer brings it up.

AI Tools: Claude and Wispr Flow

This is the section that's changed the most in the last two years—technically only emerged in the last two years—and it's the one that can give you back hours every week.

Claude (and yes, ChatGPT too)

For your AI assistant—drafting emails, concepting a blog, untangling a thought, turning a messy voice memo into something readable—we point advisors to Claude.

ChatGPT is good, let's be clear about that. It's the name everyone knows, and it's a capable, genuinely great tool. But when you sit them side by side, Claude wins by miles. It handles longer, more complex documents without losing the thread (it can hold an enormous amount of context at once), and it writes in a more natural voice.

To seal the deal, they cost exactly the same. Both Claude Pro and ChatGPT Plus are $20/month. Same price, and you get more done with Claude. If you only pay for one AI tool, make it Claude. (The one place ChatGPT pulls ahead is image generation—and we'll show you how to get that in a second anyway.)

Wispr Flow

Now this one is one of our all-time favorites (seriously, the Aryze team uses this tool every day). Wispr Flow is voice dictation, but not the clunky kind you remember. You just talk and clean, properly punctuated text appears—in any app, anywhere on your laptop. It even cleans up your "ums" and false starts as you go. It’s about four times faster than typing, and once it clicks, you won't want to go back.

For an advisor who spends half the day writing emails and notes, this is a life saver. Walk-and-talk your follow-ups. Dictate your meeting notes the second the call ends. There's a free tier to test it (a couple thousand words a week), and Pro is $12–15/month for unlimited.

Best part? Wispr Flow runs on HIPAA-ready infrastructure with a privacy mode. When you're handling sensitive client information, that's huge. (More on why that matters at the very end.)

Imagery: Higgsfield (Which Also Gets You ChatGPT)

When you need images—ones that reflect your niche, eye-catching visuals, something that isn't the ten-thousandth stock photo of two people shaking hands—you're in AI image generation territory. There are a few players here, and they're worth knowing.

ChatGPT can generate images, and it's surprisingly good at it, especially when you want to describe something in plain English and have something decent in your hands. Midjourney is the artist's favorite—stunning, high-end results—and it starts at $10/month for the Basic plan, scaling up to $30 and beyond for heavier use.

But the one we personally use is Higgsfield. Higgsfield bundles a whole bunch of the best image and video models under one roof, including ChatGPT's image generation. So instead of paying for three separate tools and juggling three logins, you get most of them in one place. You get ChatGPT's image gen through Higgsfield, plus a stack of other models to experiment with, and you only manage one subscription.

Pricing has a free tier (a handful of credits a day to play with), and paid plans start at $15/month and climb based on how much you’re looking to generate. One thing to keep an eye on—Higgsfield runs on credits, and they can burn faster than you'd expect once you start generating in bulk, so watch your balance.

For an advisor who needs the occasional sharp visual without becoming a full-time AI artist, use ChatGPT’s GPT Image 2.0.

Video: Captions or Descript

Short-form video tends to perform well, and for good reason—a thirty-second clip of you explaining one idea builds more trust than a page of text. The hard part was always the editing. These two tools fixed that.

Captions is built for exactly the kind of video an advisor makes: you, talking to the camera. It auto-generates captions (the name's a dead giveaway), polishes your footage, and even handles things like translating your video into other languages. The Max plan is $24.99/month, but the lighter tier at $9.99 would be more than sufficient for most advisors.

Descript comes at editing from a wild angle—it turns your video into a text document. Delete a sentence from the transcript, and that part of the video disappears. Cut your "ums" by clicking on the word. If you're more comfortable with a word processor than a video timeline (most of us are), it's a pretty big revelation. There's a free plan to try it out, with 60 minutes of video a month, and paid tiers when you scale up.

Both are great. Choose captions if you're filming talking-head clips on your phone and want them done fast; Descript if you're editing longer pieces and want that text-based magic. Either way, you're in good hands.

Scheduling: Calendly Is the One

Last category, and it's the one that punches way above its weight. A booking link ends the "does Tuesday at 2 work? No? How about Thursday?" email tennis match forever. You send a link, they pick a time, it's on both calendars. Done.

There are a few options, and we've integrated all of them into our website builds.

Acuity Scheduling is powerful and great if you've got complex needs—classes, packages, multiple staff. Plans start around $16/month and go up from there, and its higher tier even offers HIPAA compliance, which is important for advisors.

Typeform isn't a scheduler exactly—it's a forms tool—but it makes some pretty good intake forms and questionnaires. One question at a time, and it’s smooth as butter. Great for a client onboarding form or a "let's see if we're a fit" questionnaire. It has a free tier to start.

But for pure scheduling, Calendly is the best, and our favourite at Aryze. It's the cleanest, the simplest, and the one your clients will find easiest to use (emphasis on that last point). A booking tool only works if the person on the other end doesn't get confused, and Calendly’s built pretty well. There's a free plan that covers a single meeting type (plenty for a lot of advisors), and the Standard plan is $10/month (billed annually) when you want multiple meeting types, reminders, and integrations. It connects to your calendar, your CRM, your Zoom, all of it. 

One Last Thing: A Word on Compliance

This isn't the fun part, but it's the part that protects you, so stay with me for thirty seconds.

As an advisor, you're handling sensitive client information, and the rules around that are tightening. The SEC's updated Regulation S-P now requires firms to have written safeguards, an incident-response plan, and breach notification within 30 days.

What does that mean for your tech stack? Every tool that touches client data—your CRM, your email platform, your dictation app, your scheduling forms—is part of your compliance picture now. It's worth choosing tools that take security seriously (a big reason we like that Wispr Flow runs HIPAA-ready), and it's worth having a real conversation with your compliance person before you wire client data through any new app. We're a marketing team, not your lawyers, so treat this as a friendly nudge, not legal advice, but a nudge worth thinking about.

How Do You Get Started?

If piecing it all together yourself sounds like one job too many? That's where we come in. At Aryze, we build advisor websites and set up this exact stack—Webflow, analytics, email, automation, the works—so you can skip the trial-and-error and get back to the part you're great at: looking after your clients. If you'd like a hand putting it together, book a free assessment with us, we'd love to help.