Applying your logo to reports and marketing flyersContent also available for tax entities or on our global site.
At Sharesight, we understand the importance of a brand to an organisation. That’s why we allow Sharesight Pro clients to add their logo to our PDF reports and marketing flyers. You also have the ability to add your own footer text to the reports.
Note: The design of the marketing flyer has changed since this video was recorded.
Applying your logo to reports
As a Sharesight Pro partner, you have the ability to add your company logo to the Sharesight reports you run and present to clients. To add your brand logo to the PDF reports:
- Click on the ‘Account Settings’ button at the top-right and select ‘My Details’:
- At the bottom of page, you may add your logo as well as your footer text:
- This is an example of what your PDF reports will look like:
Applying your logo to marketing flyers
As a Sharesight Pro partner, you have the ability to add your company logo to the Sharesight marketing flyer. To do so, click on the ‘Account Settings’ button at the top-right of the Sharesight dashboard and select ‘Marketing Material’. Here, you may add your logo and a short piece of text for the second page of the flyer:
Last modified on May 10, 2017 UTC