Brand month-end reports, management information packs and all printable PDFs with your company logo, colours and branding.
Style the entire app to represent your firm’s logo and colour. The charts, tables, icons and font colours are all customisable to reflect your company branding. Any boards and reports shared will also be in the customised theme.
Clients login through a bespoke domain address and branded landing page to access the dashboards and reports you have shared with them.
Customise the automated email notifications received by clients when alerts trigger with your company branding, logo and bespoke message.
White labelling makes Futrli yours. It's positioned as your very own software, helping you stand out from competitors in the market. Present a full package to your client base, therefore making the Futrli platform and your firm one entity to clients.
Help your clients progress successfully, don't resell them software licences. Lead with your knowledge in client meetings and form real relationships, because this way of working really helps businesses progress – and it's great for increasing client retention.
What you bring to your client’s business is the key to their satisfaction. If you’re starting out in the advisory space, or if your firm isn’t known for strategic advisory services, white labelling might well be the last piece of the puzzle.
Don't just take our word for it.
“White labelling is us saying, ‘we’ve always done this but here’s an ever better way of doing it’. So far everyone has said it’s great and it shows them the last piece of the jigsaw, pulling together everything we’ve given them so far together in one central place.”
“We didn’t want to be reselling licences, we wanted to use it as a tool. All our clients get it, from startup to CFO. It’s been super positive in terms of the reports we provide and the value they have, and the ability for us to use it as a structure for meetings with clients.”
“By white labelling Futrli we’ve differentiated ourselves in the advisory space, as nobody else has developed their services as much as we have. This also means we can make the most of the best software available.”
“Futrli is everything we wanted to do but we didn’t want to invest in building it ourselves. We need to focus on being better advisors, we’re not software engineers.”
The best firms white label Futrli to give their services a consistent brand feel. This gets internal buy in and delivers external polish. See it in action and contact our team to find out more.