Custom Client Portal Video

"*" indicates required fields

Company Logo

File should be a png that is at least 500px wide or 280px tall. If an image is not uploaded, no logo will be shown in the video.

Accepted file types: png, Max. file size: 50 MB.

Company Color

Please enter the color for your brand.

ColorPick color

Advisor Name*

Advisor Photo

File should be at least 500px wide or 280px tall. If an image is not uploaded, no logo will be shown in the video.

Accepted file types: png, jpg, Max. file size: 50 MB.

Music*

Select the music you want to play in your video.

Play a sample of "Technology":

Play a sample of "Corporate":

Play a sample of "Motivational":

Voice Over*

Select the style of Voice Over you want to hear in your video.

Play a sample of "Male North American":

Play a sample of "Female North American":

Select Which Features to Show

Uncheck any features that your clients do not have enabled on their client portal. If a feature is unchecked it will not show up in the video.

Personal Finances

Goal Results

Protect, Live, Dream

Behavioral Finance

Investments

Newsfeed

Document Vault

Mobile App

Contact Info

Office Address*

Example: 123 Main Street, New York, NY 10001

Phone*

Provide your company's contact phone number that you want included in the video. If left blank, no phone number will be shown.

Email*

Provide your company's contact email that you want included in the video. If left blank, no email address will be shown.

Website*

Comments

This field is for validation purposes and should be left unchanged.