When co-branding is enabled, your firm's identity is seamlessly integrated throughout the platform to reinforce your partnership. Once activated, your logo is prominently featured in the following locations to ensure a consistent experience for your clients:
Some examples of where your logo appears:
Advisor & Client Dashboards: Visible in the top-left corner of both the Advisor Portal and the client-facing management interface.
Reports: Included in the header of all visual deliverables
Requirements to Initiate Co-Branding
To ensure your branding looks its best across both digital screens and printed PDF reports, please provide your assets according to the following specifications:
File Format: PNG is required.
Background: A transparent background is highly preferred to ensure the logo blends cleanly with the platform headers.
For optimal results, please provide your company's HEX colors alongside the request
Layout: Horizontal (landscape) versions of your logo typically fit the dashboard header more effectively than stacked or square versions.
How to Get Started
Co-branding is handled by our Partner Success team. To initiate the process:
Email your logo: Send your PNG file to partners@wealth.com or onboarding@wealth.com. Either email will receive your request.
Implementation Time: Once received, the setup typically takes about one business week to complete and go live across your accounts.
Pro-Tip for High-Quality Reports: If you have multiple versions of your logo, choose the one with the highest resolution. This ensures your brand stays crisp and clear when clients print their 10+ page estate summaries.