Drag-and-Drop Editor
Edit Your Site the Way You Think About It
- Edit text inline, right on the page
- Drag and drop blocks to build your layout
- Adjust colors, fonts, and spacing from a simple panel
- What you see is what your clients see
JM
James Mitchell2:15 PM
Can you update the hero image on our homepage?
K
Kotafi Support2:42 PMResolved
Done — your new hero image is live.
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White-Glove Service
A Team Behind Your Site, Not Just a Tool
- Real people available for design tweaks, page updates, and changes
- We know your site and your goals
- No ticket queues, no chatbot runarounds
- We don't disappear after launch
Your Brand, Everywhere
Colors, Fonts, and Logo Applied Globally
- Set your logo, colors, and fonts once
- Applied automatically across your site, emails, and every client touchpoint
- Update anything and see it reflected everywhere in real time
Built-In Media Library
Professional Imagery, Ready to Use
- Curated library of high-quality images and assets built for financial advisors
- Upload your own photos, logos, and documents alongside them
- Insert into any page or blog post with one click
Your Domain, Your Brand
Your Website, Your Address. We Handle the Rest.
- Your site goes live on your firm's custom domain
- We handle all the technical setup
- Already have a website? We manage the entire migration for you →
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AI scanning, approval workflows, audit trails, and centralized document management.
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Unified insights across traffic, leads, newsletters, chatbot, and compliance.
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