Compound Planning design examples
Explore Compound Planning UI design examples. Modern wealth and investment management
Product screens
Landing page where the user fills out a lead capture form with their name, email, and phone number to get started.
Landing page where a dark-themed modal prompts the user to select their total net worth and investable assets from predefined ranges before continuing.
Landing page with an open modal asking the user what they want to explore, such as a financial advisor or net worth tracker, and how they heard about the company.
Landing page where a dark welcome modal overlays a hero section targeting founders, business owners, and families.
Landing page where a modal confirms a scheduled meeting with an advisor and prompts the user to open an account.
Signup page in a gated state displaying only a lock icon and the company logo, indicating restricted or invite-only access.
Dashboard where the user monitors their overall net worth over time and analyzes their portfolio allocation across asset classes like company equity, real estate, and public assets.
Dashboard showing a user's net worth over time with a stacked area chart and an asset breakdown using a donut chart and data table.
Dashboard where the user views their net worth and asset allocation, featuring a donut chart, an account list sidebar, and an open custom filter popover.
Dashboard with a modal open for the user to manage entities and owners that co-own assets.
Dashboard with an open modal where the user can edit an entity's name, color, and default status for tracking assets.
Dashboard with a net worth stacked area chart, an asset allocation donut chart, and a sidebar listing connected financial accounts.
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