Whitepaper Choosing Technology That Supports Your Business Model and Investment Philosophy View Whitepaper
Custom Client Portal Video Create a custom marketing video to promote your client portal. Personalize it to match your company’s branding and feature set. "*" indicates required fields STEP 1: Branding Yourself Company Logo One file only.64 MB limit.Allowed types: png. File should be a png that is at least 500px wide or 280px tall. If an image is not uploaded, no logo will be shown in the video. Company Color Please enter the color for your brand. Advisor Name Advisor Photo One file only.50 MB limit.Allowed types: jpg, png. File should be at least 500px wide or 280px tall. If an image is not uploaded, no logo will be shown in the video. Music Select the music you want to play in your video. - Select -CorporateTechnologyMotivational Play a sample of "Corporate": Play a sample of "Motivational": Play a sample of "Technology": Voice Over Select the style of Voice Over you want to hear in your video. - Select -FemaleMale Play a sample of "Male North American": Play a sample of "Female North American": STEP 2: Choose Your Content Select Which Features to Show Uncheck any features that your clients do not have enabled on their client portal. If a feature is unchecked it will not show up in the video. Goal Results Protect, Live, Dream Behavioral Finance Investments Newsfeed Document Vault MOBILE APP Contact Info Personal Finances STEP 3: Call to Action Office Address Example: 123 Main Street, New York, NY 10001 Phone Provide your company's contact phone number that you want included in the video. If left blank, no phone number will be shown. Email Provide your company's contact email that you want included in the video. If left blank, no email address will be shown. Website Provide your company’s website URL that you want included in the video. If left blank, no URL will be shown. Privacy Policy