Compound Planning Sign up user flow

Sign up user flow

from Compound Planning

This flow guides a user through the process of signing up for a modern wealth management platform, from initial information input to selecting interests and scheduling a first meeting.

Entering Information

Filling Details

Selecting Net Worth

Choosing Interests

Confirming Interests

Welcoming User

Scheduling Meeting

Finalizing Onboarding

Compound Planning entering information screen
example

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