To watch the video click here: https://loom.com/share/15bcfcfa6e1e48c8938d177589046f44
Step-by-Step Instructions
1. Navigate to Admin Settings 0:00
- Go to the Admin section.
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Select Manage Firm.
2. Upload Your Logos 0:16
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On the left side, upload your color logo.
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Upload a white or transparent logo for use on white backgrounds.
3. Understand Logo Usage 0:28
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The color logo will be used on colored backgrounds.
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The white logo will be used on white backgrounds.
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These logos will be visible across the firm for all teams and users.
4. Set Up Team-Specific Branding (if applicable) 0:38
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If your firm has teams with their own branding (e.g., acquired firms), you can allow them to set up their own themes.
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Enable this option by clicking yes in the settings.
5. Create a New Team with Custom Branding 1:20
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When adding a new team, you can upload their specific logos and legal disclosures.
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If you leave the legal disclosure blank, the system will use the default legal disclosure.
6. Add Legal Disclosures 1:48
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Disclosures under Firm Admin apply to all teams and users
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Ensure to copy the legal disclosure relevant to the team specific team if team specific branding is selected (e.g., 'Firm X is a SEC registered investment advisor').
7. Save Your Changes 2:10
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After uploading logos and entering legal disclosures, make sure to click update to save your changes.