Wealth portal
free template
Built for boutique financial firms and independent advisors who need to project immediate institutional trust. It creates a high-end, secure presence through sophisticated data visualizations and refined editorial typography. Skip starting from scratch to present your portfolio strategies with the visual authority of a global private bank.
About
Built for boutique financial firms and independent advisors who need to project immediate institutional trust. It creates a high-end, secure presence through sophisticated data visualizations and refined editorial typography. Skip starting from scratch to present your portfolio strategies with the visual authority of a global private bank.
What's included
- Institutional hero section featuring market tickers and security encryption badges
- High-fidelity dashboard visualization for net asset value and real-time performance tracking
- Bento-style feature blocks showcasing asset allocation and market sentiment signals
- Social proof slider for displaying prestigious client and partner testimonials
- Bespoke membership tier cards for private clients and institutional family offices
- Conversion-optimized footer with secondary navigation and regulatory disclosure space
Key features
- Sophisticated serif typography treatment for a refined, established brand identity
- Integrated data visualization components for complex financial performance reporting
- Fully responsive
- Optimized sections
- Loki-ready components
Tags
Primary Use Case
A boutique asset management firm needs to digitize their high-touch services for a new generation of institutional clients. By deploying this template, they showcase analytical depth and portfolio transparency through a polished interface that establishes immediate credibility.