Setting Up Your Advisor Brand
Nine times out of ten, when an advisor asks why their assessment link looks unprofessional, the answer is the same: the branding wasn't set up. Here's what to fill in and where each field actually shows up.
What you'll learn
- ✓Upload your firm logo (shown on client-facing pages and PDF exports)
- ✓Set your brand color, company name, and contact details
- ✓Add a custom disclaimer text for client-facing reports
- ✓Understand which fields are required vs. optional
Step-by-step guide
Where to find your branding settings
Go to Settings from the main navigation. The advisor profile form is where all branding configuration lives. Changes take effect immediately when you save — there's no separate publish step.
Upload your logo
Click the logo upload field and select an image file. Supported formats: PNG, JPG, WebP. Maximum file size is 2MB.
Your logo is stored securely and served via CDN. It appears in the assessment header your clients see, and in the header of exported PDF reports. If you don't upload a logo, just your company name is shown instead.
Use a transparent-background PNG for the best results across different background colors.
Company name and contact details
Company Name — appears in the client assessment header and in report output. This is the most important field to fill in before sending your first link.
Contact Email — shown to clients as your point of contact. Use a monitored inbox, not a personal Gmail if possible.
Contact Phone — optional. Shown alongside email on client-facing pages.
Website — optional. Linked in the assessment footer.
Company Name and Contact Email are the two fields that most affect how professional your assessment flow looks. Fill these in before sending any link to a client.
Brand color
The brand color field accepts a hex code (e.g. `#1E3A5F`). It's used as an accent color on the client assessment page — button colors, progress indicators, and some header elements pick it up.
The default is a dark slate blue. If your firm has a primary brand color, use that. If not, something in the navy-to-teal range tends to read as professional for M&A work.
Disclaimer text
The disclaimer text appears at the bottom of client-facing pages and in the footer of exported reports. This is where you'd put your standard advisory disclaimer — something like:
*This assessment is prepared by [Firm Name] for informational purposes only and does not constitute financial or legal advice.*
If you leave it blank, no disclaimer appears. Most advisors working in regulated contexts will want something here.