The Report Packager allows firms to establish consistent reporting across all households, clients, and accounts. See Report Packager Overview for details.

Report Packager branding allows firms to set custom branded elements for each subtenant they operate.

Branding elements that are currently available:

• Advisor letter: This “Dear Client” letter can be used to narrate market developments, convey important information, and highlight your value-added for all households, clients, and accounts that fall under the tenant or subtenant. The most recently uploaded letter will appear on all Report Packages with the Custom Advisor Letter page added.
• Company logo: The logo that appears at upper left of the cover page.
• Cover page picture: The image that appears as the hero image on the cover page.
• Legal disclaimers: The language appearing on the Disclaimer page is controlled here.

Once added, these branding elements will appear on each Report Package generated for households, clients, or accounts that fall under that tenant or subtenant. Subtenant membership is deterimined by the assigned Advisor and the tenant/subtenant that Advisor belongs to. In the event that a household, client, or account is assigned more than one Advisor who belong to different tenants/subtenants, the firmwide default tenent branding is use.

Branding for Reports Tab

To access and change branded elements, navigate to Grow Practice > Customization > Report Packages and click the Branding for Reports tab.

The list of available Tenants and Subtenants is displayed with the firmwide default tenant always listed first. The workspace also indicates if branding elements have been added for each of the four customizable elements.

Brandings for all tenants and subtenants are independent of each other and “all or nothing”. If you fill in any items for a Subtenant, be sure to fill them all in.

Editing Tenant/Subtenant Branding

To edit the branding elements for a tenant or subtenant:

1. Locate the Tenant/Subtenant to configure in the Branding for Reports tab.
2. Click the More menu at the end of the row and select Edit.
3. Upload files and insert text for each of the four elements as needed. Required file specifications are listed in the edit window.



• The preview pane on the right updates as you add or edit elements to give you an idea of your final product.
• To remove an existing element for replacement, click .
• The system keeps historical Advisor Letters for reference. Ensure that each Advisor Letter PDF you upload has a distinct and recognizable name. We recommend including the date and tenant/subtenant name in the filename of the PDF.
• If you wish to leave the Disclaimer & Legal Copy blank, press the spacebar twice in the box and leave the rest empty.
4. Click Save in the lower right when completed.

Elements that have been customized for the tenant/subtenant show a . The Advisor Letter column shows the last date updated.

Reset Subtenant Branding

Resetting subtenant branding deletes all existing elements for the subtenant. All Report Packages created for the subtenant will use the default tenant branding elements unless new custom branding is added.

To reset a subtenant:

1. Locate the Tenant/Subtenant to configure in the Branding for Reports tab.
2. Click the More menu at the end of the row and select Reset.
3. Review the reset warning dialog and click Proceed when ready.

View Past Advisor Letters

Advisor Letters previously uploaded to a tenant/subtenant for report package use can be viewed.

1. Locate the Tenant/Subtenant to configure in the Branding for Reports tab.
2. Click the More menu at the end of the row and select Current & past advisor letters.
3. In the list that opens, click the file name of any advisor letter to view the PDF. Click Close when finished.