Following feedback from our users, we have expanded the options available upon creating a client login. This allow you to tailor the portal experience for your clients.

You can now choose to exclude:

• The Welcome Message
• Goals
• Factfinds
• Tasks

In addition to the existing ability to exclude Wealth.

Please see the guide for the full details on the Client Login options: Client Login Options Guide

With these improvements comes the ability to change the Welcome Email that is sent to the client. This can be done from your Firm Branding in Settings:

Also in Firm Branding is the ability to change your email branding. Now, you can fully customise your email colours using our five colour selectors. These correspond to the different elements of the email like so:

The full support guide for the updated Firm Branding is coming soon.

Please note:

• Custom css has been removed from login controls (but will be coming later)