Help Center
Portal, branding and communication
Brand the portal, use your own domain, send announcements and messages, and understand client emails.
6 guides
- Brand your portal, emails and PDFsAdd your logo and colours, write a welcome message and choose how client emails name you.
- Use your own domain for the portalServe the portal at an address like invest.yourcompany.com with two DNS records and an automatic certificate.
- What your clients see in the portalA tour of the investor portal from the manager's side: pages, who sees what, and how status and billing change it.
- Send announcementsEmail an update to everyone, to groups or to selected clients, show it in the portal and read a delivery report.
- Secure messages with clientsTalk to a client inside EasyHaus instead of by email: one thread per client, with attachments from their shared documents.
- Emails to clients, unsubscribes and bouncesHow client emails are sent and branded, what happens when someone unsubscribes, and what to do when an email does not arrive.
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