A Framer template for small, independent wealth advisory firms whose clients want to know who picks up the phone.
A live office board shows who's in, who's with a client and who's out. Every advisor has their own page with a direct line. A Client Desk page gathers login, uploads, annual reviews, invoices and forms for the clients you already have.
What's included
17 responsive pages, including 3 CMS page templates (Advisor, Service, Letter)
3 CMS collections, fully filled: People, Services, Letters
26 components with editable fields in the right panel
US, UK and EU disclosure variants, plus Privacy, Terms and Cookies pages
A Start Here page and 8 written guides
Original photography, no stock faces
After purchase you get a remix link: click it and the full project is copied into your Framer account.
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Framer
A Framer template for small, independent wealth advisory firms whose clients want to know who picks up the phone.
A live office board shows who's in, who's with a client and who's out. Every advisor has their own page with a direct line. A Client Desk page gathers login, uploads, annual reviews, invoices and forms for the clients you already have.
What's included
17 responsive pages, including 3 CMS page templates (Advisor, Service, Letter)
3 CMS collections, fully filled: People, Services, Letters
26 components with editable fields in the right panel
US, UK and EU disclosure variants, plus Privacy, Terms and Cookies pages
A Start Here page and 8 written guides
Original photography, no stock faces
After purchase you get a remix link: click it and the full project is copied into your Framer account.
Charles's other products
Assay - Framer Template for Longevity Clinics
$99.00
Optotype - Framer Template for Opticians
$69.00
$69.00