This article will walk through how to customize the experience of investors when accessing your Investor Portal by leveraging your unique brand.
To start: Ensure that you have high-quality logo files, a single highlight image, and any branding guidelines regarding specific colours.
Step 1: Navigate to your Global Settings.
Step 2: Select Investor Portal from the options on the left-hand side.
Step 3 - Access: Select the "Investor Portal Enabled" option and customize the subdomain (the link that your investors will use to login). Optionally allow unregistered investors (anyone with the link) to view your Offerings page.
Step 4 - Login Page: Upload files to the "Login Page Logo" (1) and "Login Page Background Image" (2) to be displayed as in the below example. *Note* The recommended Background Image size and ratio recommendations are:
Landscape Orientation Recommended
Recommended Aspect Ratio - 16:9
Recommended Resolution - 1280 x 720
Step 5 - Investor Portal: Select custom colours for the "Dashboard Background Colour" and "Dashboard Font Colour", and upload a Dashboard Logo.
Note: Select Save Changes at the bottom of the screen to update the Dashboard Appearance preview.
Step 6: Add an optional custom message that will appear on investors' dashboard when they log in to their Investor Portal account.
Step 7: Select Save Changes.
To preview the portal once fully set-up, Save Changes and then select Preview Portal in the top right-hand corner of the screen.