Professional UI components for financial advisors
Professional button components with multiple variants and states
Professional input fields for financial data entry
Enter your full legal name
Must be at least 8 characters
Minimum investment: $10,000
Annual percentage rate
This field is valid
This field is required
Total value of all holdings
Expected annual return percentage
Number of years until retirement
Dropdown selection with search, groups, and multi-select
Choose your primary business model
Note: Starter tier is currently unavailable
Type to search through available products
Choose all applicable investment products
Valid advisor type selected
Please select a valid advisor type
Checkboxes with indeterminate state and groups
You can unsubscribe at any time
Radio buttons with groups
Low risk, stable returns
Balanced risk and return
High risk, high potential returns
Toggle switches for settings
Receive alerts for important updates
Currently unavailable
Flexible card containers
This is a basic card with standard styling
Cards can contain any content and are great for organizing information.
With hover effect
This card has elevated shadow and hover animation.
Bordered style
Uses a prominent border instead of shadow.
Total AUM
Active Clients
Avg. Return
Revenue
Loading states and skeletons
System notifications and alerts
Status indicators and labels
User and organization avatars
View comprehensive client information and metrics
Client overview content goes here...
Client Name | Account Type | AUM | YTD Return | Status |
|---|---|---|---|---|
| John Smith | IRA | 1250000 | 8.5 | Active |
| Jane Doe | Taxable | 850000 | -2.3 | Active |
| Bob Johnson | 401(k) | 425000 | 5.7 | Pending |
Symbol | Security | Price | Change | Volume | Action | |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | $178.25 | 2.3% | 52,847,293 | ||
| MSFT | Microsoft Corp. | $415.80 | -0.8% | 28,394,857 | ||
| GOOGL | Alphabet Inc. | $142.65 | 1.5% | 19,384,756 | ||
| AMZN | Amazon.com Inc. | $156.90 | -1.2% | 38,475,629 | ||
| NVDA | NVIDIA Corp. | $875.45 | 4.7% | 42,938,475 |
Client Name | Account Type | AUM | YTD Return | Risk Level | Last Contact | Actions | |
|---|---|---|---|---|---|---|---|
| John Smith | IRA | 1250000 | 8.5 | Moderate | 2024-08-20 | ||
| Jane Doe | Taxable | 850000 | -2.3 | Conservative | 2024-08-22 | ||
| Bob Johnson | 401(k) | 425000 | 5.7 | Aggressive | 2024-08-15 | ||
| Alice Brown | Trust | 2100000 | 10.2 | Moderate | 2024-08-23 | ||
| Charlie Wilson | IRA | 680000 | 7.8 | Conservative | 2024-08-21 |
Enter the basic information for the new client account
We'll use this for account notifications
Receive email updates about your account