In this section you can change the colours of Plannr to match your firms branding and your company's logo.
On the left hand sidebar menu, select Settings.
Then click Branding.
You can change the colours of multiple elements within the Adviser Site and Client Portal, the colour scheme for your branded emails, add your company logo and icon, build a branded login page and more.
Adviser Branding
The colour changes you select update live in Plannr, so you can see as you're selecting a colour for each element of the adviser site how it will look instantly, and make any changes until you are happy with the final look. However anything that previously auto-saved, will no longer do this. E.g. if you amend a colour, you need to click Save Changes.
If you already know the hex codes for your firm's branding, you can enter these instead of selecting from the colour palette board.
Portal Branding
In the portal section, you can brand the portal sidebar and background frame. There are also two colour options for the gradients in the graph areas of the Overview and Wealth pages.
By default, the Client Portal looks like this:
Portal Branding enables you to change the default pink/yellow tones to more neutral colours or to tie in with your firm's own branding palette, as well as change the sidebar and background colour range to suit your firm's style.
Image Options
In the Image area you can upload your full company logo (which appears top left in your Adviser Site and Client Portal), and a square icon image (which replaces the full logo when the sidebar menu is collapsed).
You can also upload an email header logo in the same section.
Login Options
In the Login area, you are able to build a branded login page, choosing a large image to sit to the right of the login bar on the left. Your login bar will match your firm branding as set up in the Adviser Branding space.
By copying the personal login url to an incognito window or private browser, I am able to see what my branded login page will look like.
Email Branding
In Adviser Branding you can change the setup of your client facing emails. Here you can see which colours relate to the various elements of your branded emails.
The Email Options area lets you create a custom welcome message to clients when inviting them to join your Client Portal. Here you can embed videos, add data placeholders to personalise your invitation messaging and much more.
Your changes will not be auto-saved in the Branding area, so if you are changing your branding information, you will need to ensure you click to save the changes after each section.
If you're not happy with your work, to return back to the original branding select Reset Plannr colours under Adviser Branding to start again.
A Branding Colour Guide is available here