White Labeling: Add your company's logo to the Advizr client portal

  • Log in to your Advizr account
  • Navigate to settings (top-right corner)
  • In Settings you will have My Settings & Firm Settings tabs to upload your own logo.
  • My Settings will only be available if your firm allows reps access to these settings, and will only change the logo for your unique log in.
  • Firm Settings are controlled at the firm level (all reps under a firm) by the firm administrator. Changing the logo here will update the logo for all log ins under the firm. 
  • You'll see your logo on your custom login page, in presentation mode and on your plan PDF's
  • For the best look, please use an image with the following specifications:
    • Horizontal format preferred
    • Minimum dimensions of 180px (height) x 180px (width)
    • Maximum dimensions of 200px (height) x 500px (width)
    • Format in transparent (alpha-channel) PNG preferred, but GIF is also acceptable
    • 500kb max file size