Site administration
Manage menus, logos, contact details, pages, Insights posts, Fund Registry records, and provider profiles from WordPress.
Open guide ↓DOCUMENTATION
Understand the operating model before anything goes live.
Use these guides to plan implementation, content ownership, integrations, controls, Elementor editing, and the handover from staging to production.
START HERE
Documentation for the website and the operating stack.
The theme includes native page designs, WordPress content types, secure enquiry workflows, Elementor support, and practical admin guidance.
Elementor editing
Use Elementor for page content or Elementor Pro Theme Builder for the header, footer, archives, and single templates.
Open guide ↓Fund Builder data
Edit provider profiles, service categories, jurisdictions, pricing context, and public descriptions without changing code.
Open guide ↓Fund Registry data
Publish approved fund profiles with asset class, jurisdiction, network, stablecoins, status, and supporting information.
Open guide ↓Forms and delivery
Understand enquiry storage, email notifications, privacy consent, anti-spam controls, and production SMTP setup.
Open guide ↓Launch checklist
Validate content, legal claims, integrations, responsive layouts, accessibility, caching, security, backups, and indexing.
Open guide ↓Native content is available immediately after activation.
The theme creates missing starter pages without overwriting existing content. A page with no authored content displays its bundled design. Once Gutenberg or Elementor contains real content, that authored content becomes the page body.
Appearance → Customize
Update the existing logo, header call-to-action label, email, phone, address, and footer description.
Appearance → Menus
Reorder or rename the primary navigation. The bundled fallback remains available when no menu is assigned.
Insights → Posts
Publish articles with categories, featured images, excerpts, and standard WordPress archive behaviour.
Edit a page without losing the complete fallback design.
Opening an empty page in Elementor no longer hides the native design. The theme checks for actual Elementor sections before switching. This prevents a blank canvas from replacing the bundled content.
- Elementor Free can replace individual page content.
- Elementor Full Width keeps the Peregrine header and footer.
- Elementor Canvas removes the theme frame for landing pages.
- Elementor Pro Theme Builder can replace registered site locations.
Provider records are editable WordPress content.
Publish service providers under Fund Builder Providers, assign a provider type, and add jurisdictions, typical AUM range, pricing context, specialty, tags, website, and trusted-partner status.
Post type: peregrine_providerTaxonomy: peregrine_provider_typeArchive: /fund-builder/providers/Only publish verified and approved fund information.
Registry fields include strategy, asset class, AUM display value, jurisdiction, network, inception, supported stablecoins, status, public metric, and an optional external information URL.
Important
The included records are clearly marked demonstrations. Replace them with authorised information before presenting the registry as a live investment-product directory.
Submissions are validated, stored, and optionally emailed.
Contact and assessment forms use WordPress nonces, sanitization, required-field checks, privacy consent, a honeypot, and rate limiting. Valid records are stored privately under Peregrine Enquiries.
- Configure SMTP or a transactional email provider.
- Test both dashboard storage and recipient delivery.
- Confirm the recipient address in the Customizer.
- Review privacy wording before collecting personal data.
Complete the production checklist on the actual hosting stack.
IMPLEMENT WITH CONFIDENCE
Need help turning the operating brief into a production deployment?
Peregrine can review the site, content model, workflow controls, integrations, and launch sequence with your team.