If your firm is on Nitrogen Ignite or Ultimate, you can leverage firmwide Report Branding controls to ensure that all of your advisors are generating reports that match your firm’s branding.
In this article:
There are two areas in the Nitrogen product where you can access Reports Branding. If you are on a firmwide plan (Nitrogen Ignite or Nitrogen Ultimate), navigate to Firm > Settings > Reports Branding.
If you are a single user, navigate to Settings > Office > Reports Branding.
Once you have navigated to the Report Branding section, you can edit the branding information displayed in your reports. This includes:
- Logo - Upload your firm’s logo to be applied to all reports generated across your office. This will override any settings at the firm level.
- Brand Colors - Add the hex values for your firm’s primary and secondary colors to configure your reports to match your firm’s branding. This will override any settings at the firm level.
- Contact Information - Add the contact information to be applied to all reports generated across your office. This will override any settings at the firm level.
Note: A color hex code is a hexadecimal way to represent a color in RGB format. A hex code is typically represented by a six-symbol code starting with a # sign (Example: #ABC123). If you do not know your hex codes, you should be able to ask your graphic designer or marketer for them.
Once these settings have been configured, firm executives (on Nitrogen Ultimate) can lock the settings across all offices in the firm, which would prevent offices from overriding the firm branding. Firm Executives can also allow advisors to override the firmwide settings.
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