Welcome aboard! Before diving into the platform’s core features, we recommend starting with your Firm Settings. This is where you configure your team, branding, and account details—all of which shape your experience across the platform.
Below is a step-by-step breakdown of each tab within your Settings page:
My Profile
This section is specific to you, not your whole firm.
Update your name and email
Upload your profile photo (used across internal views)
Set your contact preferences
Review your login email and session history
If you are an advisor and will be generating Value Adds, your profile name (first and last) will be displayed on your client’s Value Add Documents.
Firm Info
This tab contains high-level details about your firm and how it will appear across the platform:
Set your firm name
Upload your firm logo
Choose a branding color — this color will appear on Value Add documents
Manage your primary contact (address, phone, email)- This will be displayed in the footer of all Value Add documents.
Note: Branding details (logo + color) will also automatically show up on documents you generate from within the platform.
Team Members
This is where you manage access to your firm’s workspace.
Invite new users by email
Assign roles (e.g., Admin, Lead Advisor, Assistant, etc.)
Revoke access for former teammates
Map users to imported advisors (from Redtail or other sources)
You can also manage permissions for each role. For example, assistants can be assigned to specific advisors only.
Value Adds
Customize the Value Adds your firm will use.
Toggle value adds on/off to suit your firm’s workflow
Rename value adds (e.g., “Net Worth” → “Assets Overview”)
Set default disclaimer text — appears at the bottom of every Value Add PDF
These settings help you control what clients see and how your documents are presented.
Billing
Manage your subscription and payments here.
Start on a Free Plan to explore the platform
Upgrade when you’re ready — plans are priced per advisor seat
Update credit card info and view past invoices
Cancel or change your plan at any time
Billing is visible only to users with Admin privileges.
My Security
Keep your account secure.
Enable Two-Factor Authentication (2FA)
Review recent login activity
Change your password
Security is managed at the individual level to ensure each team member is protected.
That’s it!
Once your firm and team settings are configured, you're ready to dive into Value Adds, Households, and more.
Need help? Use the Messenger at the bottom right to chat with us directly or contact support@surgetk.com.