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Set up your Logo

Learn how to upload your logo to be featured on the cover page of your comprehensive reports.

Written by Michael Schwabe

Overview

You brand matters. Identify you organization within the Asset-Map platform by uploading your logo. You logo appears on the cover page of client-facing comprehensive reports generated from household's Reports page. It also appears on Discovery online fact-finder (our online data gathering interface for prospects). With an Elite tier subscription your logo also appears at the top of your log-in environment as well as on Questionnaires. Want to learn more about branding and the Elite subscription tier? Visit here!

How do I put my Logo on my Asset-Map Reports?

The option to update your logo is found in the Team Settings page of the platform.

  1. Click your likeness in the upper right area.

  2. Select Team Settings

Logo size must be 2MG or less. Logo format must be either JPG or PNG. The recommended aspect ration: 5.45:1.

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