Asset management
free template
Designed for boutique financial institutions and family offices that need to establish immediate institutional trust. This template creates a refined, high-touch digital experience through elegant serif typography and precision data-driven UI components.
About
Designed for boutique financial institutions and family offices that need to establish immediate institutional trust. This template creates a refined, high-touch digital experience through elegant serif typography and precision data-driven UI components.
What's included
- Institutional hero section featuring security encryption badges and real-time market tickers
- High-fidelity dashboard visualization showcasing net asset value and portfolio performance
- Bento-style feature grid for highlighting strategic investment advantages and asset classes
- Social proof marquee for institutional partners and premium client testimonials
- Membership tier comparison cards designed for tiered AUM service structures
- Conversion-optimized footer with secondary navigation and regulatory disclosure space
Key features
- Prestigious serif headlines for an established, high-end editorial aesthetic
- Custom data-rich UI components including market movers and asset distribution graphs
- Fully responsive
- Optimized sections
- Loki-ready components
Tags
Primary Use Case
A boutique asset management firm needs to modernize its digital presence to attract high-net-worth individuals. By deploying this template, they showcase analytical depth and portfolio transparency through a UI that feels both editorially classic and technologically superior.