Alternatives

Choose the operating model first

Providers optimize for different jobs. Compare the scope, evidence, labor boundaries, ownership, and exit process—not just the feature count.

Four common models

Generic managed host

Often fits: Teams that want a broadly available WordPress platform and manage finance-specific vendor documentation themselves.

Clarify before buying: Operational features may be strong, but finance-specific evidence packaging and a named accountability path may require separate work.

Advisor SEO host

Often fits: Firms prioritizing content, search visibility, lead generation, or an advisor-marketing bundle.

Clarify before buying: Marketing scope can be the main value. Confirm how hosting operations, evidence, content approvals, and exit responsibilities are separated.

Full website MSP

Often fits: Firms that want one provider for hosting, design, development, content, and broader technology work.

Clarify before buying: Breadth can reduce vendor count, while making labor limits, ownership, and infrastructure accountability especially important to define.

State Street Hosting

Often fits: Financial firms that want managed WordPress plus recurring, reviewable operational documentation.

Clarify before buying: The scope is intentionally narrower: no compliance approval, no bundled custom development, and no unlimited content labor.

State Street’s position

State Street is finance-only managed WordPress positioned around exam-documentable operations. Exam Ready is the default plan: managed hosting scope plus a Website Evidence Pack, quarterly posture summary, and named support channel.

“Exam-documentable” means operational records can be organized for customer and stakeholder review. It does not mean exam-approved, compliant, certified, or guaranteed to satisfy a regulator.

Content Concierge is optional and bounded at four hours of routine edits per month. Firms needing ongoing campaigns, redesigns, custom application work, or outsourced compliance should pair hosting with the appropriate specialist.

Questions to ask every provider

  • What is included, excluded, metered, or separately quoted?
  • Who owns content, accounts, domains, credentials, and licenses?
  • Which operational records are delivered, and how often?
  • Which third parties are dependencies for the customer site?
  • What happens during an incident, escalation, and exit?
  • Which commitments are contractual rather than marketing copy?

Review our answersVendor DD checklist

Exam Ready is the default

Best for finance teams that value a defined hosting scope and reviewable operational evidence.