Customize Branding and Reader Portal

Category: Libraries

Your branded Vestorly portal starts with your Navbar. The Navbar appears at the top of every page on your Vestorly domain and is customized to match your brand and website.Screen Shot 2017-08-16 at 6.01.20 PM

  1. Select the settings icon at the top right of your dashboard and choose the Customize option or by clicking on this link.
  2. Upload your logo. A 150x50px transparent file (.png or .gif) works best.Screen Shot 2017-08-16 at 11.47.24 AM
  3. Enter the background color for your Navbar. This should be in line with the colors of your website and work well with your logo. Also, here you can enter an Extra Menu link for your Discover Page. Our most successful advisors will include a link to schedule a meeting with their firm.Screen Shot 2017-08-16 at 11.49.38 AM
  4. Optionally, upload a favicon, which appears at the top of a browsing window. Screen Shot 2017-08-16 at 11.49.52 AM
  5. Scroll down to customize your login prompt. This will appear when your client or prospect clicks on an article that you have posted on social media or embedded on your website.Screen Shot 2017-08-16 at 11.50.16 AM
  6. You can also set and customize a default question or prompt that will appear on all articles without custom questions. Screen Shot 2017-08-16 at 11.50.31 AM