Who can use this feature
Logos: available on all paid plans for Owner, Admin, and Staff roles
White-label subdomains: available on Advanced (if you have 10 entities on Syft)
At Syft, we know that form can be just as important as function. It's all good and well to have a report with all the necessary data, but you also want it to look professional. That's why, in our Appearance section, you can change the branding and style of your reports.
To access Appearance, navigate to the settings menu by clicking on the drop-down arrow next to your profile picture.
Logos
Under Logos, you can add an organization logo and a client logo to ensure your reports are branded appropriately. Logos can be uploaded for the organization as well as for each entity connected to your Syft account. This contributes to making report packs more personalized and customized according to your needs.
With regards to logo uploads, the extension of the image should always be in small letters:
JPG should become jpg
PNG should become png
Additionally, we recommend a pixel size of 250px X 100px.
Custom themes
If you are on the Plus or Advanced plan, you will receive a bespoke theme and custom color palette when signing up to Syft. This theme will be based on the colors and branding of your organization. The color palette will be used on Syft in all of the visualization features and will also be included in the report packs.
📓Note
Themes are only available to users on Plus or Advanced and you get one theme for every 10 of these types of entities connected.
The custom theme also includes images that align with your brand, as well as a dedicated front and back page. The color palette used in the "Visualization" tool can also be adjusted if a certain color scheme is desired for a specific client or scenario.
This can be done by navigating to "Visualize" > "KPIs & Accounts". Click on the tear drop icon to open the color picker. The colors selected can be used in an isolated case or it can be used to update all graphs previously created in Syft by toggling on "Update all graphs".
Report styles
To add a style to your report navigate to "Report styles" under Appearance in the settings menu. This will give you a range of pre-built styles to add to your reports.
Alternatively, you can navigate to "Reports" and then "Styles."
Boost your brand with a white-label subdomain
If you have 10 or more Advanced entities connected to Syft, you’re eligible to create a custom-branded subdomain. With this feature, you can offer clients access to a professional website where they can view their Syft reports—fully customized with your firm’s branding instead of Syft’s. This means your clients experience your reports in a way that highlights your firm’s expertise and professionalism, elevating both your presentation and your brand authority.
To apply for a subdomain, reach out to your Customer Success Manager.