Finance (Wealth and advice)
Ten posts a financial adviser, a wealth manager or a family office makes, in a quiet private-bank look: thin rules, a serif headline and generous space, the firm's legal line on every frame, and past performance always with its period and fee basis, never a promise. Portfolio mix, Fee comparison, Retirement milestones, Adviser's letter, Market outlook, Tax year deadline, Compound growth, Meet your adviser, Rate decision and Jargon decoder.
| Template id | tpl_509f3afb0e65 |
|---|---|
| Markets | Finance |
| Variants | Portfolio mix, Fee comparison, Retirement milestones, Adviser's letter, Market outlook, Tax year deadline, Compound growth, Meet your adviser, Rate decision, Jargon decoder |
| Ready-made feeds | None |
Use cases
- A story with a headline and up to six figures: a price move, a result, a count, each with the direction it went.
- An announcement with up to five short points and up to three pictures from your media library.
- Your own data sent to a stream, or posts written by hand in a post list, drawn in every shape and language your channels publish in.
Variants
A variant is this template drawn another way, and it comes in versions: immutable builds, the newest first. A channel follows the newest version of its variant, unless it is pinned to one.
| Variant | What it is | Versions | Newest |
|---|---|---|---|
| Portfolio mix | A sample portfolio as a post, in a calm private office look: the portfolio's name, what it is for and the date of the allocation over a fine ring of two to eight asset classes and a legend of their shares exactly as sent, the risk level on the firm's own scale under it, complete on the first frame, the firm's legal line at the foot throughout. Each class is then told in turn, its share in the middle of the ring, then the risk level, before the button and the adviser. No performance figure. About one and a half seconds longer per class. | 1 | 1.0.0 |
| Fee comparison | The firm's all-in annual fee against the market average as a post, in a calm private office look: two fees exactly as sent on bars, complete on the first frame, then what each costs in total on a sent amount over a sent number of years as the firm worked it out, counting up to exactly what was sent, and the difference. The basis of the comparison, its source and a line saying the totals are illustrative stay on screen with the firm's legal line, before the button and the adviser. Fourteen seconds. | 1 | 1.0.0 |
| Retirement milestones | What savers typically hold by age as a post, in a calm private office look: up to five ages, each with the amount a public survey reports exactly as sent, on a bar, complete on the first frame, then told one after another before the button and the adviser. The survey's source and year are required and stay on screen with the firm's legal line throughout. About one and a third seconds longer per age. | 1 | 1.0.0 |
| Adviser's letter | The quarter in the adviser's own words as a post, in a calm private office look: the letter's date under the headline and one paragraph on an engraved sheet, complete on the first frame, paged when it is long and never set smaller than a reader can read, signed with the adviser's name and role beside the presenter's portrait. The firm's legal line stays at the foot throughout, with a past performance warning when the letter needs one, before the button. Fourteen seconds. | 1 | 1.0.0 |
| Market outlook | An index over the year so far as a post, in a calm private office look: the headline and its line over a fine line of up to sixty levels with up to three moments marked and listed, the change as sent beside its period and fee basis, complete on the first frame, with the past performance warning and the firm's legal line at the foot throughout. Each moment is then told in turn, then the firm's view in up to three points, before the button and the adviser. About one and a half seconds longer per moment. | 1 | 1.0.0 |
| Tax year deadline | The days left to a tax deadline as a post, in a calm private office look: the headline and its line, the days to go and the deadline's date as a large light figure, and up to four allowances to use before it on dotted leaders with their amounts exactly as sent and the tax authority as the source, complete on the first frame, the firm's legal line at the foot throughout. Each allowance is then told in turn before the button and the adviser. No return is shown. About one and a half seconds longer per allowance. | 1 | 1.0.0 |
| Compound growth | A monthly saving illustrated as a post, in a calm private office look: the headline and its line, the monthly amount with its period and fee basis, and a fine line for each of up to three growth rates drawn from the yearly values sent, each with its value at the end exactly as sent, complete on the first frame. The illustrative and not guaranteed statements, the past performance warning and the firm's legal line stand at the foot throughout. Each line is then told in turn before the button and the adviser. About two seconds longer per line. | 1 | 1.0.0 |
| Meet your adviser | An adviser introduced the way a private office does in its brochure: their portrait in an arched window, their name large and their role in spaced capitals, then one sentence about them, up to four qualifications and the languages they speak, then the questions they are asked most, one at a time with a short answer each, before the button. The portrait, the name and the role stay throughout, and the firm's legal line stands at the foot of every frame. No performance figure and no promise of advice. About three and a half seconds longer per question. | 1 | 1.0.0 |
| Rate decision | A central bank's rate decision as a post, in a calm private office look: the bank's name and the date of the decision, the rate decided with the previous rate and the new one exactly as sent, in the brand's up or down colour, and the decision in your words, complete on the first frame. Up to three points on what it means for savers, borrowers and others are then told in turn, the source always in view, before the button and the adviser. Nothing is calculated or forecast, and the firm's legal line stands at the foot throughout. About two and a half seconds longer per point. | 1 | 1.0.0 |
| Jargon decoder | A financial term explained as a dictionary would, in a calm private office look: the word set large with what kind of word it is, then its definition, an example in everyday words and up to three related terms, all complete on the first frame and then lit in turn, before the button and the adviser. The firm's legal line stands at the foot throughout, and the template draws no figure of its own. Always ten seconds long. | 1 | 1.0.0 |