Highly customisable
Customise your workspace and reports to reflect your company’s brand and advice service, as well as your individual content preferences.
Report Content Manager
Customise and manage the boilerplate content of your reports and report templates.
Report Section Manager
Configure which sections show in the Report Builder for each Report Type and create your own custom non-wizard sections for use in your reports.
Report title page image
Make your reports even more visually appealing and give them a magazine-like feel by adding a background image to the title page of your reports.
Learn more about adding a background image to the report title page >
Advice Options & Reasons Library
Manage and customise the selectable options that show in the steps of the wizard sections in the Report Builder.
Report Builder
Tailor the content of each report to reflect the type of advice being provided and the client’s profile by easily re-ordering and / or hiding any of the sections.
Logo and favicon
Upload your logo and favicon to enhance the branding of your reports.
Report Theme
Customise the colours, fonts and styling used in your reports to reflect your company’s brand.
GUI Theme
Customise the look and feel of the web pages when you (and your users) log in to reflect your company’s branding and colour scheme.
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