Branded surfaces
Configure identity, client-facing reports and selected embedded research journeys.
A scoped white-label path for branded discovery, comparison, reports and investment hand-offs using the existing partner infrastructure.
What this page includes
Configure identity, client-facing reports and selected embedded research journeys.
Map authentication, data hand-offs, reporting and execution destinations before build.
Agree access, review, audit and operational responsibilities for each environment.
Connect prospecting, client records and content to the existing Partner Desk workflow.
Working sequence
Select the exact research and client journey to embed.
Align branding, roles, data, links and review controls.
Validate with a limited user group before expansion.
We’ll map the smallest useful embedded experience and the controls around it.