Advisor-Facing Visuals (White-Label)
Provide consistent, high-readability visuals your advisors can use in client conversations—aligned to home-office language and disclaimers.
- Brand-ready overlays and standardized labels (hypothetical, illustrative).
- Cadenced issuance (weekly/monthly/quarterly) plus interim notes for market events.
- Role-based permissions and distribution groups (teams/branches).
- Usage guidance: when to publish, where to caveat, what not to claim.
