Firm Managers can set firm-wide customization of report colors within the Report Customization section of the Preferences page.

Updating Report Color Theme

Firm managers can update the report color theme by selecting Edit Color.

Once Edit Color is selected, users are presented with a color picker, where the color can be chosen by clicking and dragging the mouse or manually entering the Hex, RGBA, or HSLA values.

The selected color will be visible throughout the Client Portfolio Report, including automatically adding hue colors.