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Financial adviser / Wealth app — live demo

See the app your business would have — working, right now.

This is a real, tappable app — the same live preview our builder uses, not a picture. Hold the phone and tap anything. The walkthrough below explains each screen.

9:41
9:41
M

Meridian Wealth

Independent · Fiduciary
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Financial planning (example)Goals, cash flow & trade-offs
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Retirement & income (example)A durable retirement income
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Here's the financial adviser / wealth app your business would have. It's live — hand it over and tap anything. Nothing is charged or sent.

It's live — tap any card or tab. The walkthrough pauses while you explore and picks back up after.

A quick tour that runs itself

Watch the app move through each screen on its own, with a plain-language note explaining what you're looking at. Touch the phone any time to explore — it waits for you, then carries on. Everything below is what real owners ask us; here are the honest answers.

Your questions, answered

Is this a real app?+

Yes — it's an installable web app (people call it a PWA). Your team or your customers tap “Add to Home Screen” and it sits on the phone with its own icon, opening full-screen just like any other app, on both iPhone and Android. To be straight with you: it is not a native App Store or Google Play app, so there's no app-store fee, no review and no waiting — it's live the moment you are. If you ever want a native store app on top, that's a separate path we can talk about, but you don't need it for any of this to work.

Can I put it in the Apple App Store or Google Play?+

Yes — if you want the store listing too, you can. Two honest ways: you can publish it yourself on our higher plans, or we can build and submit it for you as a paid, done-for-you service (we'll give you a quote first). Either way, the store app is published under YOUR OWN Apple and Google developer accounts — that's the stores' rule for apps like this — which means their fees (Apple charges about $99 a year, Google a one-time $25) and their review on their own timeline, not ours. It's genuinely optional: the installable app you're holding already works on every phone today, no store needed.

Is it hard? Do I need tech skills?+

No. There's no code anywhere. You edit it like a document — type over the words, swap the pictures — and it stays looking sharp. Most people have theirs up and running in an afternoon. You invite your team by phone number or email, and they're in.

How does my team get it?+

You invite them — by phone or email — and they install the exact same app you're holding. You decide who sees what, so the right people get the right screens. No one has to search an app store or set anything up.

Is my data and are our messages safe?+

Your app runs on the same secure hosting as your website, over an encrypted (https) connection, and your information is yours — we don't sell it. We keep this honest: we don't claim certifications or “bank-level” badges we haven't earned. If there's a specific requirement you have, tell us and we'll give you a straight answer rather than a slogan.

What does it cost?+

It's free to start — you can build it, try it and share it with your team at no cost. When you're ready for the full design studio, your own web address and everything that goes live, that's part of our paid plans, which start at $49 a month for your website and app together. No app-store fees, and we never take a cut of your sales.

Do I have to commit?+

No. It's free to start and you can cancel anytime. Nothing goes live until you review it and say so — you're always the one who presses publish.

Is any of this fake?+

No — and that matters to us. The names, announcements and shifts you see in this demo are clearly labelled examples that you replace with your real team and real details. We never invent reviews, ratings or numbers. And the safety check-in in the team app is a demo of the feature, not a live emergency system.

Open it on your phone

Point your camera at this code to open this live demo on your own phone — tap around it, keep it, share it with your team.

https://www.growmywebsite.com/app-demo/financial-adviser

Like it? Start yours free.

Build it, try it, invite your team — free. Most people are up and running in an afternoon, and nothing goes live until you say so.

It installs to the home screen as a web app — not a native App Store / Google Play app, so there's no store fee or review. The sample names and posts here are examples you replace with your real team.

Want us to help you get set up?

Leave your details and we'll follow up to get your app going — or start free right now, your call. No pressure, no spam.

We'll only use your details to follow up about getting set up. See our privacy policy.

Want to try building one yourself? Open the App Builder →