White-labeling

Overview

Finpace offers white-labeling features for users who want to maintain their own branding throughout the platform.

This includes using your own domain, colors, and logo to provide a seamless, on-brand experience for both you and your clients. Finpace remains in the background, allowing your firm’s identity to shine.

Whitelabeling is available for certain users, typically at the Enterprise level, or as a paid add-on for smaller firms. With white-labeling, your customers won’t even know they’re interacting with Finpace—they’ll see only your brand.

White-labeling Features

  1. Custom Domain: Use your own domain (e.g., yourfirm.app) to access Finpace, creating a fully branded experience.
  2. Brand Colors: Customize the color scheme within Finpace to match your firm’s branding, ensuring consistency across all customer-facing forms and communications.
  3. Firm Logo: Replace Finpace branding with your firm’s logo across the platform, further strengthening your brand presence.
  4. Branded Emails: All automated emails sent from Finpace can be customized with your brand colors, logos, and messaging.

Setting Up White-labeling

  1. Contact Finpace Support: If you’re interested in whitelabeling, reach out to Finpace support to discuss available options and pricing.
  2. Provide Branding Materials: Once activated, you’ll need to provide your logo, color scheme (HEX codes), and preferred domain for setup.
  3. Configure Branding: Finpace’s team will work with you to configure your domain, colors, and logos within the platform, ensuring a seamless transition.

FAQs

What is white-labeling in Finpace?

White-labeling allows you to customize Finpace with your own branding—using your domain, colors, and logos—so that the platform appears as your firm’s own.

How do I get started with white-labeling?

To enable white-labeling, contact Finpace support to discuss pricing and available options. Once approved, you’ll provide your branding materials (logo, color scheme, etc.) for setup.

Can I use my own domain?

Yes! With white-labeling, you can use your own domain (e.g., yourdomain.com) instead of finpace.app, creating a fully branded experience for your clients.

Can I customize the color scheme?

Absolutely. You can choose your firm’s specific brand colors, which will be applied throughout the platform to ensure a consistent look and feel.

Can I use my own domain?

Yes! With white-labeling, you can use your own domain (e.g., yourdomain.com) instead of finpace.app, creating a fully branded experience for your clients.

Can I white-label emails sent from Finpace?

Yes, you can customize the emails sent from Finpace with your brand’s colors, logos, and messaging to maintain a consistent brand experience.

Is white-labeling available for all users?

White-labeling is generally available for enterprise users or as a paid add-on for smaller firms. Contact Finpace support to learn more about eligibility and pricing.

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