FinDash Docs ยท Reviewed 2026-08-09
Custom Branding
Apply firm and advisor branding with the controls that are available in Firm Settings.
Firm Identity
Use Firm Settings to set the firm name, logo, and available co-branding options. Save and preview the result before relying on it in client-facing pages or generated material.
Custom Color Scheme
Configure the supported brand colors and review Color Scheme Preview. Page-Specific Color Schemes let the firm tune supported page contexts without changing every surface to the same palette.
Custom Font
Upload a regular font file and optional bold or italic files in WOFF, WOFF2, TTF, or OTF format. Each file can be up to 2 MB; WOFF2 is recommended for web performance. Preview the font before saving.
Advisor-Specific Branding Overrides
Firms using Assigned Advisor + Shared Access can optionally set an advisor logo, display name, and colors for clients assigned to that advisor. Clients without an enabled override continue to use firm branding.
Know the Boundary
FinDash branding controls do not currently provide a self-service custom-domain setting. Treat the on-screen preview as the source of truth for which client pages and reports use each branding element.
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