Some of the deepest custom branding in the whole investment management industry:

We implement custom branding with SCSS so just email your CSS and we will set it up for you,  usually delivered in under one week, subject to your approval.

For the remaining enterprise configurations please see:   This add on is for the branding configuration only.  Custom workflows and custom Investment Policy Statements are for enterprise clients only.  The rest of the stuff on the configurator page you will be able to do with the Portfolio Manager license.

Private Branding is a pre-requisite for additional users, notifications and trading integrations.


There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.