LT Finex
Investment management theme for Elementor: your portfolios on a seven-level risk scale with their mix of shares, bonds and cash, how risk levels are set, plain fees and a form to book an introductory meeting.
Key features
- The risk scaleThe home page opens on seven risk levels from 1 to 7, each filled with its portfolio's mix of shares, bonds and cash, so visitors see why risk rises.
- Portfolios and factsheetsEvery portfolio row carries a small risk scale and a mix strip; three model portfolios have short factsheet pages.
- How risk is setFour steps from questionnaire to yearly review, and the questionnaire score bands placed on the same scale.
- Plain fees and reportingTiered fee rows with a worked example, what the fee includes, and what clients receive each quarter.
- One-page mode (Pro)Switch the menu to scroll links for the home page sections, with smooth scrolling and the current section highlighted.
- Free Elementor and a ready meeting formEvery page is built with free Elementor widgets on Hello Elementor, with a 'Book an introductory meeting' form made with the free WPForms Lite plugin. Fonts are bundled: no Google Fonts requests.
Let an AI assistant do the routine work
You can ask an AI assistant such as Claude, ChatGPT or Cursor to change texts, add pages or check your set-up, as our block themes already allow. Here is what this template gives you for that.
- AI kit Included with Pro Unlimited A file that explains the template to your AI assistant, ready prompts for common edits, and a checker that reports mistakes before you publish.
- 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
Compatibility and requirements
| Platform | WordPress 6.6 or newer (tested with 7.1) |
|---|---|
| Page builder | Elementor, free version (tested with 4.3); Elementor Pro not needed |
| Parent theme | Hello Elementor (free, from WordPress.org) |
| PHP | 7.4 or newer (tested with 8.3 and 8.4) |
| Contact form | WPForms Lite (free) |
| Fonts | Hubot Sans, STIX Two Text, bundled (no Google Fonts requests) |
| Licence | Free: any site, credit stays. Pro Standard: one website. Pro Unlimited: unlimited websites. |
| Help | Documentation, ticket support, install service |
Questions
Do I need Elementor Pro?
No. LT Finex uses only the free Elementor plugin and the free Hello Elementor theme. The header and footer are part of the theme, so you do not need Theme Builder.
Can I show our own portfolios on the scale?
Yes. Each level is a normal Elementor container: change the name, and set the mix with two classes (shares and bonds in steps of 5). The AI kit explains how, and its safe edit tool can do it for you.
Does the theme show investment returns?
No, on purpose. It describes risk levels, mixes, fees and reporting, and carries a plain risk warning. Add performance figures only in the form your regulator allows.
Will my site look like the demo?
Yes, with Pro: Appearance > Demo import creates every page, the colours, fonts, menu, header and footer. The demo photos are replaced by placeholders you swap for your own.
What is the difference between Free and Pro?
Free has the design, header and footer, the About and Contact pages and the blog. Pro adds the home page, the Portfolios pages, sample posts, one-click demo import, credit removal, updates and support. Pro Unlimited adds the AI kit.
I have the old LT Finex. Is this an update?
It is a new version 2.0 with a new design, built for free Elementor. Your current site keeps working; install 2.0 on a new site or a staging copy and import the demo there.
