Updating Firm Information
- Navigate to the ‘Settings’ section of the portal.
- Enter the legal name in the ‘Firm Name’ field.
- Provide a statement in the ‘Firm Headline’ field that encapsulates the firm’s mission.
- In the ‘Firm Summary’ section, include a description of the firm’s background, investment philosophy, and services offered.
Uploading Firm Images
- Access the ‘Images’ tab in the settings.
- For the ‘Cover Image’, select ‘Upload’ and choose a representative high-quality image for the firm.
- Under ‘Logo Upload’, there are two options:
- Upload a light-colored logo for visibility against dark backgrounds.
- Upload a dark-colored logo for use on light backgrounds.