EN FR

White-label Branding

Customize the platform to reflect your firm’s brand identity across communications and client interactions.

Client-Facing Personalization

Present a seamless, on-brand experience to clients with tailored visuals and messaging throughout the platform.

Custom Logo & Color Scheme

Apply your firm’s logo, brand colors, and visual style across the client portal and system notifications.

Branded Email Templates

Send consistent and professional emails using customizable templates with your firm’s tone and structure.

Report a problem or mistake on this page

Last modified on 10:58 AM (EST) 18/06/2025