Your main logo is designed for dark surfaces. The Logo on White Background is its light-friendly twin: the same brand mark, tuned for places the platform renders on white — client onboarding screens, the mobile top bar, and transactional emails. Uploading one keeps your brand crisp everywhere instead of washing out a dark-optimized logo on light backgrounds.
💡 Tip — Who can use this Platform administrators, via the CMS in the admin portal. Firm-level light logos (for advisory firms with their own branding) are managed per firm by the platform team.
Quick reference
| Step | Action |
|---|---|
| 1 | Open the CMS page in the admin portal |
| 2 | Find the Logo on White Background card |
| 3 | Upload your light-friendly logo |
Step 1: Open the CMS page
Sign in to the admin portal and open the CMS page from the admin menu. This page holds the platform's global content and brand settings.
Step 2: Find the Logo on White Background card
Scroll to the Logo on White Background card. If a light logo has already been uploaded, you'll see it with a Remove button; otherwise the card shows just the upload control.
Step 3: Upload your light-friendly logo
Click Upload Logo and choose your file — PNG, SVG, or WebP, up to 1 MB. Use a version of your logo with dark or mid-tone artwork and (if applicable) transparent padding, so it reads cleanly against white. The upload replaces any existing light logo immediately: onboarding screens, the mobile top bar, and outgoing emails switch to the new artwork right away. To revert to the default styling, click Remove.
📝 Note — Where this logo appears Onboarding, the mobile top bar, and emails — the "white surfaces". Dark surfaces (like the dashboard sidebar and login screen) continue to use your main dark-surface logo. Generated PDF reports also continue to use the standard brand treatment.
⚠️ Warning — Watch file size and format Uploads over 1 MB or in other formats (e.g. JPG, BMP) are rejected. Convert or compress the file first — SVG is ideal for logos.