Remove InvestGlass branding and customise look and feel
- Go to My Account
- Go to Company
- Go to Settings
Customize the portal design
Here you can change the main logos and design:
- Favicon logo
- Main logo
- Email logo
- Spinning image
- Background image
- Change title colors and headers
These title colors and headers also apply automatically to your pdfs.
You can set for each employee group-specific colors and logo. Upload a logo specific to your employees' group. Employees' group logo will override the master template logo.
- Go to Company Page
- Go to Employee and Select the group template EDIT
- Load your file by clicking on Choose File
Add disclaimer and else
On the same page, you can personalize:
- Your disclaimer,
- Your company global email disclaimer,
- The footer,
- The terms of service, and
Customize PDF options
You can also modify PDF characteristics:
- set your personalized front/police,
- set the text as bold or light, and
- hide colons.
Customize Portfolio Snapshot Recording
You can customize the recording and savings of portfolios:
- time zone, and
- recording day.
Customize Large Transaction Warning Thresholds and Budget
Finally, you can set limits and a budget.
- Set warning when a certain threshold is reached in any currency
- Set the currency and research budget