How do I white label reports for my Enterprise Group account?

Enterprise Group clients can customize reports with their own logo. Choose a logo to use across all reports and company updates. This will replace the Seraf logo otherwise located at the top of each report as well as in KPI request forms

To set up white labeling, follow the below instructions.

  • Go to Account Management.
  • Under Investor Group, click the pencil icon next to your group name.
  • Under Logo, click "Choose File". 
  • Select your logo file and then click "Upload".
  • Save your entry at the bottom of the page.

Note that Enterprise Fund clients should follow these instructions to set up white labeling.

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