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Template Documentation

Last update:

3 August 2026

Thank you for choosing Velora Wealth.

This premium Wix Studio template was designed specifically for financial advisors, wealth management firms, retirement planners, investment consultants, financial coaches, and boutique advisory businesses serving clients throughout North America.

With fully customizable CMS collections, responsive layouts, and a conversion-focused design, Velora Wealth helps you launch a professional website without writing code.


Key Features
Fully Responsive Design

Looks professional on desktop, tablet, and mobile devices.

Dynamic CMS Collections

Manage services, advisors, testimonials, case studies, and blog posts through Wix CMS.

Lead Generation Focused

Strategically placed calls-to-action designed to encourage consultation requests.

SEO-Optimized Structure

Built using best practices for search engine visibility and local SEO.

Professional Financial Branding

Designed to inspire trust, credibility, and expertise.

Easy Customization

Update content, images, colors, typography, and layouts without coding.

Blog Ready

Publish financial insights, educational content, and industry updates.

Consultation Booking Ready

Integrates seamlessly with Wix Bookings.

Modern Animations

Subtle interactions and transitions that enhance user experience without distracting from content.

Scalable Architecture

Suitable for solo advisors, boutique firms, and larger wealth management practices.


How to Edit Text & Images

Editing your website is simple and intuitive.

To update text:

  1. Hold Ctrl and click directly on any text element

  2. Double click and start typing to replace the content

To replace images:

  1. Hold Ctrl and click on the image

  2. Select “Change Image”

  3. Upload your own or choose from the media library

All pages are fully customizable, allowing you to adapt the design to match your brand.

Working with CMS (Dynamic Content)
To Connect Content

  1. Select element (text, image, etc.)

  2. Click “Connect to CMS”

  3. Choose the correct field

To Add New Items

  • Go to CMS collection

  • Click “Add Item”

  • Fill in fields

Changes update automatically across the site

Forms & Contact Setup

To receive messages:

  1. Go to Contact Form

  2. Click “Form Settings”

  3. Connect your email

Mobile Optimization

Scalora is fully responsive, but you can:

  • Switch to mobile view

  • Adjust spacing and layout if needed

Performance Tips

  • Compress large images

  • Avoid adding too many heavy animations

  • Keep layout clean and fast

Need Help Customizing Your Website?

If you’d like help customizing this template for your business, professional services are available.

These may include:

  • Full website setup

  • Design customization

  • Content upload

  • CMS structuring

  • SEO optimization

  • Additional page design

Starter Setup Package

$199

Perfect for small businesses that want help getting the site ready quickly.

Includes:

• Replace demo text with your company information(You MUST provide the content)
• Upload your logo and brand colors
• Add up to 5 services
• Add up to 5 projects
• Configure contact form

Delivery time: 3–5 days

Professional Customization Package

$399

Ideal for businesses that want a more polished and fully customized website.

Includes:

• Custom homepage adjustments
• Add up to 10 services
• Add up to 10 projects
• Blog setup and formatting
• Basic SEO setup
• Mobile optimization review

Delivery time: 5–7 days

Advanced Custom Development

$899+

Best for businesses that require advanced customization.

Includes:

• Custom sections or pages
• additional CMS features
• advanced design adjustments
• animations and interactions
• integrations with external tools

Delivery time depends on project scope.

Important: Partner Access Request

If you plan to upgrade your Wix plan in the future, I would greatly appreciate being invited as a website partner before the upgrade.

This does not give me control of your site, but it allows Wix to recognize that I assisted with the website setup.

If you’re comfortable doing so, please invite me as a Partner / Website Manager before upgrading your plan.

You can do this by following these steps:

  1. Open your site dashboard

  2. Go to Settings

  3. Select Roles & Permissions

  4. Click Invite People

  5. Enter the email: info@websitebuildersuniversity.com

  6. Assign the role Website Manager

Thank you for supporting independent creators and template developers.

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