Customising templates

Set your brand once and it flows through every screen, document, slide and workbook. Two studios do the work: Brand Studio for your identity, Template Studio for your documents.

Brand Studio

• Colours, fonts, logo and signature, set once for the firm.
• Style-guide import, so an existing brand document can seed the setup.
• Brand kit export, so your designers can see exactly what the app will use.

Template Studio

Template Studio is the document designer for your SOAs, ROAs and reports. Start from a curated set of professional layouts, then tune the type, spacing and structure to match your firm's voice. A contrast guard keeps every combination readable.

1. 1

   Pick a base template

   Choose the layout closest to how your documents should feel.

2. 2

   Apply your brand

   Your Brand Studio colours, fonts and logo apply automatically. Adjust anything that needs a different treatment in documents.

3. 3

   Preview with real content

   The live preview renders an actual advice document, so you approve what clients will genuinely receive.