White Labeled Client Portal and Custom URL

by Advizr, on November 10, 2016

In Advizr, you probably knew that you could white label your client portal with your firm's branding. Now, we've taken it one step further by adding a custom landing and login page that you can use to send your clients to or to use for yourself as an enhanced way to brand your Advizr experience. The custom URL will feature your firm's logo. Find your custom URL in Settings -> General under the logo requirements.

Give it a try and let us know what you think!

Topics:Features and Skills