Advanced White-label Email Customization for Investor Portal
✨ What’s new
Advanced white-labeling is now available for Investor Portal emails. It allows deeper customization of email branding to better reflect the firm’s identity and deliver a more consistent, professional experience for investors.
👥 Who can use it
All fund admins can create, manage, and apply email design presets for each supported email type in the Settings tab > Email templates sub-tab
💡 Why it matters
Email notifications are often the most visible touchpoint between a firm and its LPs. A consistent, well-designed email experience helps present information clearly and supports a professional brand presence to investors.
With this new feature, firms can:
- Apply advanced white-labeled designs to Portal emails to align with firm branding
- Create and reuse design presets tailored to different email types and workflows
- Test the full email appearance and content template before sending
⚙️ How it works
Choose an email type
Start by selecting the email type you want to configure. Design presets are supported for:
- Document request notifications
- Landing page invitations
- Document distribution notifications
- Custom emails
Create and select a design preset
For each email type, you manage its design in the Design preset section:
- By default, the Anduin Preset is applied, using your firm’s existing logo and color settings
- You can select an existing preset or create a new one
- Creating or editing a preset opens the email builder, where you can customize headers and footers using prebuilt templates or build them from scratch with modular components such as text, images, buttons, and layout blocks
- Once saved, the design becomes a reusable preset for dedicated for your workflow (e.g., document sharing, invitation to landing pages,… etc.)
Preview the email
Before sending, you can send a test email to preview the full email layout together with the selected content, so you know exactly how it will appear to recipients.
