WHITE-LABEL WALKTHROUGH

Your Brand.
Your Portal.

See how quickly you can transform Wealth365 into your firm's own branded financial planning platform.

5 minutes to your own branded portal
1

Enter Your
Practice Details

Your company name replaces Wealth365 branding across the entire platform — portal, reports, and emails.

  • Replaces all default branding
  • Custom support contact shown to clients
  • Takes effect immediately
Step 1 of 5
Your Practice Details
Company Name *
Smith Financial Planning
Tagline
Trusted financial advice since 1998
Support Email
advice@smithfp.co.uk
Support Phone
020 7946 0958
2

Upload Your
Company Logo

Your logo appears on the client portal, login page, and every PDF report you generate.

  • Appears on login & portal
  • Branded PDF report headers
  • PNG with transparent background ideal
Step 2 of 5
Upload Your Logo
Drag & drop or click to browse
PNG, JPG, WEBP · Max 5MB
💡 Logo Tips
Wide/horizontal format (3:1 ratio) works best
300×80px minimum recommended
3

Choose Your
Brand Colours

Pick a preset theme or set custom colours. See your choices reflected in real time.

  • 6 professional preset themes
  • Custom colour pickers available
  • Live preview updates instantly
Step 3 of 5
Choose a Preset Theme
Professional Blue
Growth Green
Premium Purple
Classic Gold
Primary
Secondary
Accent
4

White-Label
& Domain

Remove all Wealth365 branding and give your clients a branded URL.

  • Complete Wealth365 removal
  • Custom subdomain included
  • Enterprise: your own domain
Step 4 of 5
Hide "Powered by Wealth365" Removes all Wealth365 mentions from portal, reports & emails
Client Portal URL
.wealth365.co.uk
Enterprise: Custom Domain
Use your own domain like planning.smithwealth.co.uk
5

Review &
Apply

Preview your branded portal. One click to apply. Changes take effect instantly for all clients.

  • Instant activation
  • All clients see updated branding
  • Change anytime
Step 5 of 5 — Review
Smith Financial Planning Welcome, Client
Net Worth
£450,000
View Plan Reports
Company:
Smith Financial Planning
Subdomain:
smith.wealth365.co.uk
White-label:
Full white-label
Theme:
Professional Blue
Apply Branding

Branding Applied

Your firm's identity is now live across the entire platform. Every client sees your brand, your colours, your logo.

100%
White-labelled
5 min
Setup time
Instant
Activation