Cache design examples

Cache

Sign-in screen where the user authenticates via Google OAuth or a passwordless email magic link.

• Sign In

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Sign-in screen where the user authenticates via Google or enters their email to receive a passwordless login code.

• Sign In

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Sign-in screen where the user authenticates via Google OAuth or enters their email to receive a passwordless login code.

• Sign In

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Sign-in screen where the user authenticates via Google SSO or requests a passwordless magic link via email.

• Sign In

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Verification screen where the user enters a 6-digit code sent to their email to authenticate.

• Verification

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Onboarding step where the user selects whether they are an individual investor or a financial advisor to tailor their enrollment flow.

• Setup Wizard
• Account Setup

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Onboarding step where the user selects their role as either an individual investor or a financial advisor to proceed with enrollment.

• Setup Wizard
• Account Setup

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Onboarding step where the user selects their primary goal between Exchange Funds and Collar Advance.

• Setup Wizard
• Welcome

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Onboarding step where the user selects whether they want help with Exchange Funds or a Collar Advance.

• Setup Wizard
• Select

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Onboarding step where the user selects between Exchange Funds and Collar Advance products to proceed.

• Setup Wizard
• Select

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Onboarding step where the user selects their primary goal between Exchange Funds and Collar Advance to customize their setup.

• Setup Wizard
• Welcome

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Onboarding step where the user enters their stock positions, including name, current value, and average cost basis, to explore diversification options.

• Setup Wizard
• Onboarding Checklist