Make Everything Look
Like It Came From Your
Firm.
Complete white-label customization. Every chart, report, and chartbook carries your logo, colors, and brand identity—not ours.
Your clients should never know you're using a platform. With White-Label Branding, every piece of content—charts, chartbooks, reports, emails—looks like it was created entirely in-house by your team. Full control over logos, colors, fonts, layouts, and even domain names.
You Do the Work. Someone
Else Gets the Credit.
Platform Branding
Everywhere
You send a beautifully researched chartbook to a client. Bottom of every page: "Powered by [Platform Name]." Client wonders: "Am I paying my advisor or am I paying this software company?"
Can't Match Your
Firm's Identity
Your website, business cards, and letterhead are navy blue and gold. Your charts are teal and orange. Your materials look cobbled together from different sources.
Clients Question Your
Value
Client sees third-party branding on your reports and thinks: "My advisor is just repackaging someone else's work. What am I paying for?
Can't Use in Client-Facing
Presentations
You'd love to share that interactive chartbook in a meeting. But "Powered by XYZ Platform" on every page is embarrassing. You export to PowerPoint instead, losing functionality.
Your Brand on Everything.
Platform Invisible.
White-Label Branding gives you complete control over every visual element of charts, reports, and chartbooks. Upload your logo, define your color palette, choose your fonts, customize layouts—then apply across all content with one click. Your clients see your brand, not ours. The platform works invisibly behind the scenes.
Complete Visual
Control
Logos, colors, fonts, layouts, backgrounds—customize every visual element. Save as presets for one-click application.
Cover Page
Designer
Create custom cover pages for reports and chartbooks. Your firm's identity front and center.
Custom
Domains
Host chartbooks on your domain (insights.yourfirm.com) instead of generic platform URLs.
Zero Platform
Branding
Remove all references to Fundstrat or any platform name. It's 100% your content, your brand.
Every Visual Element Under
Your Control
Logo Placement
Where Your Logo Can Appear:
- - Chart headers (top left, top right, or centered)
- - Chart footers
- - Report cover pages
- - Report headers/footers
- - Chartbook cover slides
- - Chartbook navigation bars
- - Email templates
- - Export watermarks
Logo Options:
- - Upload multiple logo variations (full color, white, grayscale, icon-only)
- - Set size, position, opacity
- - Automatic placement rules (e.g., white logo on dark backgrounds)
- - Logo-free option (minimal branding for certain contexts)
Color Palettes
Define Your Brand Colors:
- - Primary color (main brand color)
- - Secondary color (accent)
- - Neutral colors (backgrounds, text, dividers)
- - Chart color sequences (for multi-series charts)
Where Colors Apply:
- - Chart lines, bars, and data series
- - Headers and section dividers
- - Buttons and interactive elements
- - Backgrounds and borders
- - Text highlights and callouts
Smart Color Application:
- - AI ensures readability (sufficient contrast)
- - Accessible color combinations (colorblind-friendly)
- - Professional color harmony
- - Consistent application across all content
Typography & Fonts
Font Controls:
- - Choose from 100+ professional fonts
- - Upload custom fonts (Enterprise)
- - Upload custom fonts (Enterprise)
- - Define font weights (regular, bold, light)
Font Application:
- - Chart titles and labels
- - Report body text
- - Headers and subheaders
- - Table content
- - Annotations and callouts
Pre-Built Font Pairings:
- - Classic Professional (Helvetica + Georgia)
- - Modern Finance (Montserrat + Open Sans)
- - Traditional Wealth (Garamond + Lato)
- - Tech Forward (Inter + Roboto)
- - Or define your own combination
Cover Page Design
Custom Cover Pages For:
- - Client reports
- - Quarterly letters
- - Research pieces
- - Chartbooks
- - Presentations
Design Elements:
- - Background image or gradient
- - Logo placement and sizing
- - Title typography
- - Author/date information
- - Firm tagline or description
- - Contact information
- - Custom graphics or patterns
Template Library:
- - 20+ professional cover page templates
- - Customizable to your brand
- - Or start from blank canvas
Layout & Formatting
Control Over:
- - Page margins and spacing
- - Chart sizing and aspect ratios
- - Grid layouts for multi-chart pages
- - Header/footer content and sizing
- - White space and breathing room
- - Portrait vs. landscape orientation
Pre-Built Layouts:
- - Single full-page chart
- - Two charts side-by-side
- - Four-chart grid
- - Chart + commentary hybrid
- - Custom layouts (Enterprise)
Chart Styling Details
Fine-Tune Chart Appearance:
- - Axis styles (thickness, color, labels)
- - Grid lines (show/hide, style, opacity)
- - Data point markers (size, shape)
- - Line thickness and styles
- - Bar and column spacing
- - Legend position and style
- - Annotation styles
Chart Background:
- - White, subtle gradient, or custom color
- - Transparent backgrounds for presentations
- - Texture or pattern overlays (subtle)
Watermarks & Disclaimers
Custom Watermarks:
- - "Confidential - For Client Use Only"
- - "Proprietary Research"
- - Firm name watermark
- - Draft/Preview watermarks
- - Position, opacity, rotation
Disclaimer Management:
- - Custom disclaimer text
- - Automatic placement on all content
- - Required legal language
- - Compliance-approved templates
Email & Communication Templates
Branded Email Templates:
- - Report delivery emails
- - Chartbook sharing notifications
- - Weekly update emails
- - Event alert emails
Customizable Elements:
- - Email header graphics
- - Signature blocks
- - Footer content
- - CTA button styling
- - Social media icons and linkst
One Click. Everything
Branded.
Our AI Chart Generator understands financial concepts, market relationships, and analytical frameworks. It doesn't just plot data—it understands *what you're trying to communicate*.
Step: 1
Create Your Brand Preset
- - Upload logo
- - Define colors
- - Choose fonts
- - Set layout preferences
- - Save as "Brand Preset"
Step: 2
Apply Everywhere
- - One click applies to all existing content
- - Automatically applied to new content
- - Charts, reports, chartbooks instantly transformed
Step: 3
Update Anytime
- - Change your brand colors? Update preset once
- - All content updates automatically
- - No need to manually rebrand hundreds of items
Multiple Brand Presets
Use Case
Different brands for different purposes
Examples:
- - "Main Firm Brand" - Primary brand for most clients
- - "Conservative Variant" - Subdued colors for older clients
- - "RIA Division” - Separate brand for RIA vs. wealth management division
- - "Co-Branded" - Your brand + Strategic partner brand
- - "White-Label Client" - Your client's brand (for sub-advisory)
Switch between presets instantly for different audiences.
Host Chartbooks on Your
Domain
Default Platform URL:
Looks like third-party content. Clients see platform name, not yours.
Your Custom Domain:
Looks professional. Clients see your brand, not ours.
How Custom Domains
Work
Step: 1
Choose Your Subdomain
Common choices: insights.yourfirm.com, research.yourfirm.com, reports.yourfirm.com
Step: 2
We Configure DNS
- - Point your subdomain to our servers (we provide instructions)
- - SSL certificate automatically provisioned (secure https)
Step: 3
All Chartbooks Use
Your Domain
- - Existing links automatically redirect
- - New chartbooks auto-generate on your domain
- - Email notifications use your domain
Benefits
Professional
Credibility
Clients see your domain, reinforcing that this is your content.
Brand
Consistency
Everything lives under your brand ecosystem.
SEO &
Discoverability
Content on your domain improves your search rankings.
Client
Trust
Familiar domain increases trust and engagement.
Choose Your Level of
Platform Attribution
White-Label (No Platform Branding)
What Clients See:
- - Your logo only
- - Your colors and fonts
- - Your domain
- - Zero mention of Fundstrat or any platform
Best For:
- - Advisors who want full credit
- - Firms with strong brand identity
- - Enterprise clients
- - Sub-advisory relationships
Co-Branded (Your Brand + Fundstrat)
What Clients See:
- - Your logo prominently displayed
- - Small "Powered by Fundstrat" badge or footnote
- - Primarily your colors and fonts
- - Your domain
Benefits:
- - Leverage Fundstrat credibility
- - Show clients you have institutional resources
- - Transparent about data sources
- - Still looks professional
Best For:
- - Advisors who want to showcase Fundstrat partnership
- - Research-driven RIAs
- - Transparency-focused firms
Fundstrat-Prominent
(Platform Focus)
What Clients See:
What Clients See:
- - Fundstrat branding prominent
- - Your firm name as "Presented by [Your Firm]"
- - Fundstrat colors and styling
- - Platform domain
Best For:
- - New advisors building credibility - Firms that want to emphasize institutional research sources - Less common but available
Ensure Brand Consistency Across Your Team
Multi-Advisor Firms
The Challenge:
You have 8 advisors. Each wants to customize charts. Without controls, you get 8 different "versions" of your brand. Inconsistency damages brand perception.
How It Works:
- Firm admin defines official brand preset
- Lock specific elements (logo, colors, fonts must match firm standard)
- Advisors can customize unlocked elements (chart types, data, content)
- Locked elements can't be changed without admin approval
What Can Be Locked:
- - Logo and logo placement
- - Color palette
- - Typography
- - Cover page templates
- - Disclaimer text
- - Email templates
What Advisors Can Still Customize:
- - Chart data and types
- - Content and commentary
- - Report structure
- - Recipient lists
- - Scheduling
Brand Audit Tools
Monitor Brand Compliance:
- - View all charts and reports created across firm
- - Flag non-compliant branding
- - Bulk fix branding issues
- - Track which advisors maintain consistency
Ultimate Customization for Sub-Advisory Relationships
Multi-Advisor Firms
Scenario:
You manage portfolios for 5 smaller RIA firms. Each firm wants their brand on the reports you create for their clients.
How It Works:
- Create brand preset for each of your RIA clients
- Assign clients to specific brand presets
- Reports auto-generate with correct branding per client
- You manage content, each firm gets their brand
Example:
- - Smith Wealth Advisors - Navy and gold branding
- - Johnson Financial - Green and white branding
- - Davis Capital - Black and orange branding
All receive the same underlying research and data, each with their own brand identity
Ultimate Customization for Sub-
Advisory Relationships
- - Perfect for email attachments
- - Printer-friendly
- - Full branding applied
- - Selectable quality (standard, high-res, print-ready)
PowerPoint (PPTX)
- - Editable slides
- - Your brand colors in master slides
- - Charts as editable objects
- - Add to existing presentations
Interactive Web
- - Hosted on your custom domain
- - Branded navigation and layout
- - Fully interactive charts
- - Mobile-responsive
PNG/JPG Images
- - Individual branded charts
- - High resolution for social media
- - Transparent backgrounds available
- - Bulk export multiple charts
Email HTML
- - Branded email templates
- - Embedded charts
- - Mobile-responsive design
- - Matches your firm's email style
Excel Workbook
- - Data + branded chart images
- - Your logo on sheets
- - Formatted tables with brand colors
Print-Ready Files
- - High-resolution PDFs
- - CMYK color mode
- - Bleed and margin specifications
- - Professional print shop ready
See the Power of White-Label
Branding
Example 1: Independent RIA
Before:
- - Generic platform colors (teal and orange)
- - "Powered by Fundstrat" watermark
- - Generic chart styling
- - Platform URL
After:
- - Firm colors (navy and gold)
- - Firm logo prominently displayed
- - Custom chart styling matching website
- - Custom domain: insights.smithwealth.com
Client Perception Change:
Where does my advisor get this research?" → "My advisor has a sophisticated research team.
Example 2: Multi-Advisor RIA
Before:
- - 6 advisors, 6 different chart styles
- - Inconsistent logo placement
- - Mixed fonts and colors
- - Brand chaos
After:
- - Firm-wide brand standard enforced
- - All 6 advisors produce consistent materials
- - Professional unified brand perception
- - Clients recognize firm materials instantly
Firm Benefit:
Brand value increased. Referrals mention "professional materials.
Example 3: Sub-Advisory Firm
Before:
- - Sub-advisory clients saw sub-advisor's brand
- - End clients confused about who manages their money
- - Compliance concerns
After:
- - Each RIA firm's brand on their clients' reports
- - Clear brand hierarchy
- - Compliant and transparent
Business Impact:
Retained 3 RIA clients who were considering bringing management in-house.
Example 4: Growth-Oriented RIA
Before:
- Platform branding made content unshareable - Couldn't post charts to social media - Materials looked "borrowed"
After:
- - Fully branded content shareable everywhere
- - Instagram posts with firm-branded charts
- - LinkedIn articles using custom chartbooks
- - Prospects impressed by professional materials
Growth Impact:
Social media following 5x in 12 months. Content marketing became #1 lead source.
