Dynamic Websites

Aura Wealth Management — Private Wealth Advisory Website (Frontend + Backend)

A 7-page private-wealth advisory website with a real lead-capture backend: a consultation-request form backed by your own database, plus Form ADV-style Disclosures and Privacy pages. Six named services, three named leadership profiles, an honest FAQ — nothing to build, bring your keys and deploy.

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Aura Wealth Management — Private Wealth Advisory Website (Frontend + Backend) — preview screenshot 1 of 3Aura Wealth Management — Private Wealth Advisory Website (Frontend + Backend) — preview screenshot 2 of 3Aura Wealth Management — Private Wealth Advisory Website (Frontend + Backend) — preview screenshot 3 of 3

Preview

Use these tabs to browse other pages — a page's own links work here too when they point to another page in this site.
Aura Wealth Management — Private Wealth Advisory Website (Frontend + Backend) — live previewTry it free — edit this template

What you can customize

Each section below becomes a guided form field in your library after purchase — no prompting experience required.

  1. 1

    Home

    Hero, trust indicators, services overview, client testimonials.

    2 editable fields

  2. 2

    About

    Firm story, 3 leadership profiles, fiduciary value matrix.

    2 editable fields

  3. 3

    Services

    6 private-wealth services in detail.

    2 editable fields

  4. 4

    FAQ

    7 answers on registration, custody, fees and account reviews.

    2 editable fields

  5. 5

    Disclosures

    Form ADV summary and regulatory disclosures.

    2 editable fields

  6. 6

    Privacy Policy

    How consultation-request data is collected, used and protected.

    2 editable fields

  7. 7

    Contact

    The real consultation request form.

    2 editable fields

Backend structure

Exactly what ships behind the pages above — every file below is real, working code included in your download, not a mockup.

  • package.jsonProject config
  • api/consultation_request.tsAPI endpoint
  • schema.sqlDatabase schema

This is a Dynamic Website — a real backend (database + API) is included, not just static pages. It connects to your own database (Vercel Postgres, Supabase, Neon, or similar); this platform never sees or stores the data it collects. Set these on your own Vercel project before deploying:

  • DATABASE_URL — required
  • CONSULTATION_REQUEST_ADMIN_KEY — required
  • RESEND_API_KEY — optional
  • CONSULTATION_REQUEST_FROM_EMAIL — optional

Once deployed, your purchase's library page shows a “Manage live data” panel that lists, and lets you act on, submissions from /api/consultation_request — directly from your deployed site, no separate database tool needed.

Through the editor you can add new optional fields to what's already here (for example, a note field on a booking). Building entirely new features or custom logic isn't something the editor automates — every purchase includes the full source code (frontend and backend, no lock-in), so you or a developer you hire can extend it freely outside the platform.

Launching it is simple: download the files, publish it live to your own Vercel account, or push it to your own GitHub — see how to launch your AI Tapz website.

Usage instructions

Seven pages and a real lead-capture backend — this is a DYNAMIC website: services, leadership profiles, the fiduciary value matrix, FAQ and the compliance pages are static editorial content, while the "Schedule a Consultation" form writes to your own database in real time. 1. Home (index.html) — hero, trust indicators, services overview, testimonials. 2. About (about.html) — firm story, 3 leadership profiles, fiduciary value matrix. 3. Services (services.html) — 6 private-wealth services in detail. 4. FAQ (faq.html) — registration, custody, fees and account-review cadence. 5. Disclosures (disclosures.html) — Form ADV summary and regulatory disclosures. 6. Privacy Policy (privacy.html) — how consultation-request data is handled. 7. Contact (contact.html) — the real consultation request form. WHOSE DATABASE, WHOSE EMAIL PROVIDER. Yours, not this platform's. Before anything here does something real: 1. Create a Postgres database anywhere you like — Vercel Postgres, Supabase, Neon, or your own server — and run schema.sql against it once. 2. In your Vercel project's Settings -> Environment Variables, set: DATABASE_URL your database connection string CONSULTATION_REQUEST_ADMIN_KEY any secret string you choose Optional, for automatic email confirmations on new requests: RESEND_API_KEY from your own Resend (resend.com) account CONSULTATION_REQUEST_FROM_EMAIL an address on a domain verified in that account Without the two optional variables set, requests still save correctly — no confirmation email sends, that's all. MANAGING CONSULTATION REQUESTS. Once published, this purchase's library page shows a "Manage live data" panel — paste in your CONSULTATION_REQUEST_ADMIN_KEY and you can see every request as it comes in, mark it contacted, and delete ones you've handled. SPAM PROTECTION. The consultation form includes a hidden honeypot field that real visitors never see or fill. A submission with it filled in is accepted (so a bot never learns it failed) but silently discarded rather than stored — checked both client-side and in api/consultation_request.ts, so it still works even if a bot skips the browser entirely. WHAT YOU CAN CUSTOMIZE, HONESTLY: - Every page's copy, images, leadership bios and layout — through the same AI-guided editor as any other template, no coding involved. - One optional field at a time on the "consultation_request" resource (for example, a "referral source" or "preferred meeting time" field), through the "Backend customization" panel in your library once you've purchased — fully guided, no coding. Fields are always optional, never required, so existing requests are never affected. - Building entirely new resources, forms, or logic (a portfolio simulator, a client portal, secure document upload) isn't something the editor automates. Every purchase includes the full source code — frontend and backend, no lock-in — so you or a developer you hire can extend it freely outside the platform. PREVIEW LIMITATION. The consultation form calls a real endpoint that only exists once deployed — this platform's own preview has no backend to call, so it shows a friendly "try it once deployed" message here. That's expected, not a bug. COMPLIANCE NOTE. The Disclosures and Privacy pages, the footer's registered-investment-adviser language, and the "fiduciary/fee-only" claims throughout are realistic placeholder content for a financial services website, not actual regulatory filings — replace them with your firm's real registration details (or your actual Form ADV) and have your compliance function review the full site before publishing, same as any financial services website. This template, its firm name and every person named in it are fictional.

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