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

Enterprise Fund clients can customize reports with their own logo. Choose a logo to use across all reports, including Account Statements and Company Updates, regardless of fund, or upload a separate logo for each fund.

To set up white labeling, follow the below instructions.

To white label reports across your entire account:

  • Go to Account Management.
  • Under Account Settings, click "Update Settings".
  • Under Logo, click "Choose File". 
  • Select your logo file and then click "Upload".
  • Save your entry at the bottom of the page.

To white label reports for each individual fund: 

  • Go to Account Management.
  • Under Managed Funds, click the pencil icon that corresponds to the fund you'd like to white label.
  • Under Logo, click "Choose File". 
  • Select your logo file and then click "Upload".
  • Save your entry at the bottom of the page.

Learn more about which types of reporting are available with Seraf.
Note that Enterprise Group clients should follow these instructions to set up white labeling.

 

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