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Theme, Logos & Disclosure Management (Admin)

How-to guides on how to configure and manage your firm's brand and disclosures
  • Getting Started with Perseptiv
  • Theme, Logos & Disclosure Management (Admin)
  • Login, Password Reset & 2FA
  • Managing Security & User Permissions (Admin)
  • AI-Content Studio
  • Managing Companies and Plans
  • Retirement Advisor-Specific CRM Features
  • Fiduciary Scoring
  • Cost Management
  • Plan Features
  • Fiduciary File Management
  • Integrations
  • Support & Troubleshooting
  • more_horiz
    • Getting Started with Perseptiv
    • Theme, Logos & Disclosure Management (Admin)
    • Login, Password Reset & 2FA
    • Managing Security & User Permissions (Admin)
    • AI-Content Studio
    • Managing Companies and Plans
    • Retirement Advisor-Specific CRM Features
    • Fiduciary Scoring
    • Cost Management
    • Plan Features
    • Fiduciary File Management
    • Integrations
    • Support & Troubleshooting
  • Setting Up Your Firm's Logos and Disclosures

    To watch the video click here: https://loom.com/share/15bcfcfa6e1e48c8938d177589046f44

    Step-by-Step Instructions

    1. Navigate to Admin Settings

  • Customizing Your Theme and Brand

    To watch the video click here: https://loom.com/share/67b8dbcda501477db76889cb776bcb19

    Step-by-Step Instructions

    1. Access the Admin Panel 0:00

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