Custom Branding

RightCapital comes fully equipped with customization options to brand our product with your firm’s identity. In this article, you will learn how to brand your account, so your clients see your logo and colors consistently throughout the product and on your custom log-in page. Additionally, this article will outline how to modify the invitation email. To access these customization settings, navigate to Advisor Portal > Gear Icon > Account > Customization.

Availability

Trial

Basic

Premium

Platinum

Install your Logo(s)

The Positive Logo uploads your logo with a background color – either specified in the file type that you upload, or filled in with white if the file has a transparent background. The Positive Logo is best used for Reports and can be used as your only logo type very easily.

The Negative Logo uploads your logo with a transparent background. If you do not have a transparent version of your logo, your logo designer may be able to provide one. The Negative Logo is used in-product and in emails. It replaces the RightCapital logo in the top-left corner of the product experience.

To upload a logo, hover your cursor over the logo space and click the “cloud” icon. A dialogue box will appear, allowing you to upload the appropriate logo type. To upload:

Drag and drop a file into the box displayed,

Click Pick files from your computer, or

Select an icon on the left to upload directly from Google Drive, Dropbox, Evernote, OneDrive, or Box.

Logo sizing

The best ratio is 5:1 (width:height) and the best dimensions are 400px by 80px.

A panoramic/rectangular logo (versus a square logo) looks best and appears larger on Reports and on the screen.
For best results, use a transparent .png file. If you don't have a transparent .png file, your logo designer may be able to provide one for you.
Make sure that your logo file is cropped to only include the logo, without a large margin above and below the logo. The system will automatically fit your logo file to the available space, so any blank space above or below the logo will cause the logo to show up skewed (or "squished").

The Branded Login URL can be sent to clients after they have created their RightCapital login. Embed this link on your website and/or send it to clients via email. If a client has not created their account, invite them to do so.

Color Theme

Elevate your client experience by changing the menu ribbon colors to match your firm’s colors. The customized color theme will automatically transfer into RightCapital software and the PDF report cover page design.

Click # to the left of the HEX code to select the preferred color from a color palette (works in modern browsers like Chrome, Safari, and Firefox). Alternatively, enter a specific HEX color code into the box provided. To find the HEX color codes for a particular color, you can reference this external site .

To remove the cover page design from the PDF report, use the "Colors on PDF report cover page" dropdown menu to the right of primary and secondary color selection and select "Do not include colors".

Customize the Invitation Email

Put the finishing touches on your stellar brand experience. In the Advisor Portal > Gear Icon > Account > Customization screen, personalize the invitation emails that are sent to your clients.

The first email template is sent to clients for whom you have already completed the six-step data-entry process.
The second email is sent to clients still in the six-step data entry process.

The updates made will be reflected in the email sent to clients as illustrated below:

That’s it!

Now you’ve got a stellar and cohesive brand experience for your clients!

Install your Logo(s)

Branded Login Page

Color Theme

Customize the Invitation Email