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Theme, Logos & Disclosure Management (Admin)

How-to guides on how to configure and manage your firm's brand and disclosures

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 0:00 Go to the Admin section. Select Manage Firm. ...
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 Navigate to the Admin section of the system. Sel...