Introducing five new sections in the Branding zone of your Settings area - you can now easily colour coordinate your Adviser site and Client Portal - independently from one another - along with all the usual existing functionality for uploading logos, customising emails etc.

The news that a few of you have been waiting for is the option to customise the Client Portal, so if you head into Portal Branding you have a full page of options for customisation! This includes the Wealth graphs which (we don’t take it personally) for those of you that aren’t a fan of our tropical tastes, you can edit the pink and yellow dashboard background colour to a gradient of any two colours of your choice.

Have a play around and get creative. Our usual help guide is here to show you what’s possible in Plannr.