Your details and branding

Before your first client document, set up who you are and how your documents should look. Both are set once and flow through everything.

Adviser and licensee details

• Your name, authorised representative number and contact details.
• Your licensee's name and AFSL details, which appear where advice documents require them.
• Your signature, used on documents and letters.

Branding

Brand Studio holds the firm's colours, fonts and logo, and Template Studio controls how documents are laid out. Together they decide how every PDF, slide and workbook leaves the app. See the Customising templates guide for the full walkthrough.