Enhancing Adviser’s Brand – Our proposition

Supporting your brand through white labelling

Marketing brochure

Our ‘Simply Investing‘ brochure has been created to simply help your clients understand the basics of investing. It has been externally approved by the Plain English Campaign with the Crystal Mark accreditation. It can be fully white labelled and provided as a PDF, ready for you to share digitally, or we can produce a version prepared for commercial printing.

Online dashboard

The online experience for both your firm and your clients is fully white labelled to include your firm’s brand colour and logo.

Correspondence and notifications

Client notifications and communications sent via our platform are branded with your firm’s brand colour and logo.

Reporting and documentation

Our intuitive technology enables reporting and pre-sale documentation, such as Investment Management Reports and forms to include your company brand.