LT Finex
Joomla template for investment management firms: portfolios placed on a seven-level risk scale, model portfolio factsheets, plain fees and an introductory meeting form.
The Joomla version of this design is being rebuilt on the stack below. Until it is released, the download is the current version of LT Finex for Joomla.
Key features
LT Finex is set around the small risk scale found on every fund document: seven boxes, each filled with its portfolio's mix of shares, bonds and cash. Pages cover portfolios with three model factsheets, how a risk level is set, retirement savings, charities and trusts, fees, how the firm invests, the team and contact.
- A seven-level risk scaleThe home page places each portfolio on a scale from 1 to 7, filled with its blend of shares, bonds and cash so the rise in risk is easy to follow.
- Factsheets for model portfoliosEvery portfolio row carries a mini risk scale and mix strip, and cautious, balanced and growth portfolios each get a short factsheet page.
- Risk profiling and feesFour steps run from questionnaire to yearly review, and tiered fee rows come with a worked example and what clients receive each quarter.
- Quickstart or template packageStart from a full copy of the demo site (the quickstart package of the Pro editions, restored with Akeeba Kickstart and Akeeba's restoration script in the browser) or add the template to a Joomla site you already run.
- Fonts that ship with itHubot Sans and STIX Two Text are bundled with the template, so pages make no requests to Google Fonts.
- Change it without codeColours, fonts, logo, header and footer are Helix Ultimate template options; page sections are edited in SP Page Builder Lite.
The design, section by section
Screens of the design from its WordPress version; the Joomla version is built from the same design and pages.
What you edit, and where
| What | Where | How |
|---|---|---|
| Colours, fonts, logo, header, footer, layout and module positions | Helix Ultimate 2.2.x template options | System > Site Template Styles > LT Finex > Template Options |
| Page sections (home, inner pages) | SP Page Builder 6 Lite (free) | Reorder, duplicate or delete whole sections in SP Page Builder and edit the words in its text editor; the layout inside a section is fixed HTML, not drag and drop. |
| Contact form | Convert Forms Free | Fields, the email it is sent to and the thank-you message (Components > Convert Forms). |
| Slider (where the design uses one) | Smart Slider 3 Free | Slides, texts and timing in Smart Slider 3; the slider is placed on the page as a module. |
| Portfolio and photo galleries | SP Simple Portfolio and SP Easy Image Gallery (free) | Portfolio items and tags, gallery albums and their pictures (Components > SP Simple Portfolio, SP Easy Image Gallery). |
| Top bar, footer columns, menus and latest posts | Custom HTML and core Joomla modules (Menu, Articles) | Content > Site Modules and Menus > Main Menu (up to 3 levels). |
Two ways to install
- Quickstart package (Pro)A complete Joomla site with the template, the extensions and the demo pages, menus and modules, in Pro Standard and Pro Unlimited. Best for a new site: upload it to an empty folder and restore it with Akeeba Kickstart and Akeeba's restoration script in the browser, then replace the sample texts and images.
- Template package (all editions)Only the template, and the only package in Free. Install it in System > Install > Extensions on a Joomla site you already have, then build your pages; the demo layout is not imported.
What an AI assistant can do for a Joomla site
No AI writes into your Joomla site by itself. These are the honest options today; you stay in control of every change.
- AI help in ticket support Available now with Pro Open a ticket and you get an instant AI-drafted answer; a person from our team follows up. Ticket support
- Texts for your pages Works with any AI assistant Ask an assistant such as Claude or ChatGPT to draft your page texts in your own words, then paste them into the SP Page Builder text editor and your Joomla articles.
- Small design changes Works with any AI assistant Describe the change and ask for CSS; paste it into Helix Ultimate's Custom Code tab and check the page before you save.
- AI kit WordPress version only The kit that lets an assistant edit pages safely (instructions, ready prompts, a checked import tool) exists for our WordPress themes only. Nothing in a Joomla site is changed by AI unless you paste it in. See the WordPress version
Compatibility and requirements
| Platform | Joomla 6 (latest version) |
|---|---|
| PHP | PHP 8.3 or newer |
| Template framework | Helix Ultimate 2.2.x (free) |
| Page builder | SP Page Builder 6 Lite (free); SP Page Builder Pro not needed |
| Contact form | Convert Forms Free |
| Slider | Smart Slider 3 Free, where the design uses one |
| Portfolio and gallery | SP Simple Portfolio and SP Easy Image Gallery (free) |
| Fonts | Hubot Sans, STIX Two Text, bundled (no Google Fonts requests) |
| Colours | Ledger green, Ink, Lilac, Paper mist |
| Installation | Quickstart package (full demo site, Pro editions) or template package (all editions) |
| Licence | Free: footer credit stays. Pro Standard: one website. Pro Unlimited: unlimited websites. |
| Help | Documentation, ticket support, install service |
Questions
Is it only for wealth managers?
No. Financial planners, discretionary fund managers and advisers to charities and trusts can use it to explain how they invest and what it costs.
Do I need SP Page Builder Pro?
No. The pages use the free SP Page Builder Lite, with Convert Forms Free for the contact form; Helix Ultimate is free too.
Quickstart or template package: which one do I need?
Take the quickstart package for a new site that should look like the demo. Take the template package to restyle a Joomla site you already have; your content stays and the demo pages are not added.
What is the difference between Free and Pro?
Free is the template package with the footer credit. Pro adds the quickstart package (a full copy of the demo), credit removal and ticket support: Pro Standard for one website with a year of updates, Pro Unlimited for unlimited websites with lifetime updates.
What if it does not work for me?
If a Pro product has a problem we cannot fix, open a ticket within 30 days of your order and we refund it in full.
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