ID

Branding Element

Type

Web Requirements

Notes

A

Brand Name

Text

n/a

Typically the firm name, used on the Client Portal welcome screen.

B

Brand Logo

Image

SVG preferred

This will serve as your client-facing logo in the web portal in dark mode, and in reports

C

Brand Investor Platform Name

Text

n/a

This will appear in branded email messages like the Welcome Email the system sends out. Defaults to the Brand Name if not provided.

D

Light-mode logo

Image

SVG preferred

This will serve as your client-facing logo in the web portal in light mode, and in reports

E

Shortened Brand Name for URL

Text

Ideally, 12 characters or less

CircleBlack will use your Brand Name in your subdomain URL: https://investor-brandname.circleblack.com. 

F

Background Image

Image

Large SVG preferred

Background Image will display full screen on Portal Login Pages

G

Marketing Message

Text

280 character limit

Marketing Message will display on Client Portal Login Page

H

Marketing Media

Video or Image

YouTube or Vimeo for video; SVG preferred for static image

Marketing Media will display on the Client Portal Login Page

I

Investor Client Services Phone Number

Text

Valid phone number

Phone number your clients can call for support. If not specified, CircleBlack’s support phone number will be used.

J

Investor Client Services Email

Text

Valid email address

Email your clients can write to for support. If not specified CircleBlack’s support email will be used

K

Social Media Links

URLs

Your brand’s social pages: Facebook, LinkedIn, Twitter, or Instagram. Not all social links are required

L

Welcome Message

Text

Up to approx. 400 words

Welcome message displays upon login

M

Investor Mobile Icon (Mobile)

Image

SVG preferred

Displays on the top of the mobile app login screen and main dashboard

N

Investor Logo (Mobile)

Image

SVG Preferred

After logging in, this logo displays on the loading screen before the main dashboard appears