Your practice's name on every plan you deliver.
Set your logo, three colours and a report font once. Every PDF report, client invite and plan email carries them, and every report opens with a cover letter you signed.
A report that opens with your name
Every report starts with a cover in your colours and a cover letter in your words, signed by you, before the plan itself.
- A cover page with your logo and colours
- A cover letter that greets each household by name
- Signed by every advisor on the client
- Your disclaimer, in your words
Your logo
Primary colour
Secondary colour
Tertiary colour
Aa
Report font
What it means for your practice
Look established from day one
A practice of one delivers the same finished report a large firm does.
Your name between meetings
The report stays with the household, with your letter up front and your colours on every page.
Set once, used everywhere
Change your logo or colours once, and every new report, invite and email follows.
Everything that carries your brand
- A cover letter in your words
- Write the letter once and Optiml greets each household by name. Every advisor on the client signs it, with their designations after their name.
- Your colours, page after page
- Your three brand colours run from the cover through every page heading, so the whole report reads as your practice's work.
- Invites and emails
- Client invites and plan emails carry your branding, your message and your signature.
- Sections and order your wayAdvisor Pro
- Choose the sections each report includes and the order they print in, and save your own templates. On Advisor Core every report prints from the default template with your own cover letter and disclaimer.
- A second office
- If you open another office, it can use its own colours, font and logo.
More of what Optiml does for your practice
Client onboarding
Onboard a client the same day, not in two weeks: households add their own details by invite.
Planning depth
Optimized withdrawals, CPP and OAS timing and taxes, in a plan clients understand.
Insights
Upcoming retirements and birthdays across your book, so you call first.
Practice and team
Start on your own, add a colleague when you hire. Offices and roles when you need them.
See it with your own clients.
Start a 14-day free trial, or book a demo and we will walk you through a full client plan.