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Legacy Capitals Academy

Legacy Capital Academy offers consulting and coaching services to families and their trusted advisors to help them deal with the myriad of issues that come from managing wealth. 

Anne Schmidt Co worked with Legacy Capital to launch a subscription vertical of their business that allows advisors to access various tiers of resources based on their membership level. At the highest level, clients have the ability to download branded resources, with their logo automatically added to PDFs. Resources can be filtered and sorted using FacetWP integration. The membership site also connects to ActiveCampaign for CRM and mailing list purposes.

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Project Highlights

  • Custom Kadence child theme
  • Advanced custom fields integration
  • Custom post types + custom taxonomies
  • Embedded newsletter signup form
  • Gravity Forms integration
  • Yoast SEO
  • Extensive data migration via WP All Import
Legacy Capitals Academy Legacy Capitals Academy

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