Agency plan White-label

Make it yours, not ours.

Set your agency's name and color once. Every Investment Certificate generated from this browser will carry your branding instead of Cardinal's — ready to send to a client as your own work.

Agency name

Shown on every certificate and presentation as "Prepared by [Agency Name]."

Accent color

Used for headers and highlights on generated documents.

Logo URL (optional)

A direct link to your logo image, hosted on your own site. Leave blank to use text only.

Saved — your certificates will now use this branding.

Preview — how your certificate header will look

Prepared by Your Agency Name

Custom branding is part of the Agency plan. Free and Advisor accounts generate certificates under the Cardinal name.

See the Agency plan