Our branding service
Our branding service allows you to customise the platform as your own, helping you to connect with your clients. It means whenever your clients access their portfolio online, they will always interact with your branding.
Identity
Have your firm's colour scheme, logo and typeface across the platform.
Reporting
Brand your outputs and reports, such as contract notes, valuation statements and tax vouchers.
Bespoke URL
Link directly to the login screen from your own website, making it easier for your clients to access the platform.
Need more information?
Contact us
If you’d like to find out about what we can do for you and your business, please get in touch.
White label solution
The white label solution is more than changing the brand of the Platform, it helps to create a bespoke platform experience. This could include:
- A white label version of a SIPP / ISA
- An adapted user experience
- Varying commercial options