Tranche

About this template

Tranche is a Framer template for AI-first wealth managers and digital RIAs: the AI drafts each move, a named advisor signs it, and the site shows both.

Many wealth templates show a retired couple or a neon dashboard. Tranche shows one household's money, read at 06:42 and signed at 07:58.

Why most wealth management sites don't convert

"AI" stays a word. The hero lays out 7 accounts and 1,906 holdings, and the morning pass draws the four moves of the day out of them.

Nobody shows the human. The queue holds each move until an advisor signs it, and six advisor pages in the CMS say who signs.

The rules are hidden. The band, the tax lots and a 13-clause policy show when the AI acts, and when it does nothing.

Fees are a footnote. The fee board works out the tiers and the $12,400 cap for four household sizes.

Try it in the preview

On the Home, click the four moves in The queue and press Sign, switch The band to US stocks −12%, then pick a household on the fee board.

What you get

14 responsive pages, including Start Here, Design System, 3 CMS page templates and a 404

5 filled CMS collections: Advisors (6), Journal (8), FAQ (12), Testimonials (3), Legal (5 documents, Form CRS included)

28 components, with texts and links as fields in the right panel

3 code components: the hero field (accounts, moves and colours as fields), Smooth Scroll and Loader Gate

Start Here page (13 steps + prompts)

3 Agent Skills (/design-system, /cms-content, /pre-publish-check) and a prompt pack for Framer's Agent

Design System page

Reduced-motion support

Good to know

The firm, people and figures are fictional, not investment advice; custodian logos are examples. Get your plan opens the Contact page until you add your tools; the contact form ships with no recipient. Have compliance review the disclosures.

Changelog

1.0 - Oct 27, 2026 - Initial release.

Perfect for

AI-first wealth managers, digital RIAs, robo-advisors with human advisors and wealthtech startups.