Organization Settings

Organization Settings let you configure AdvisorWorld to match your firm's branding, compliance requirements, and operational preferences. Branding Customize the appearance of reports and shared content: Logo: Upload your firm's logo (displayed on all reports) Colors: Set primary and accent colors to match your brand Contact Info: Firm name, address, phone displayed on reports Default Settings Set organization-wide defaults for: Report expiration periods Default disclaimers and disclosures Preferred carriers and products Search filter presets Compliance Configuration Configure compliance-related settings: Required disclosures for all reports Approval workflows for sharing Audit log retention periods Data export restrictions Integrations Connect AdvisorWorld with your other tools: CRM systems (Salesforce, Redtail, Wealthbox) Document management Email marketing platforms Financial planning software Billing Manage your subscription, view invoices, update payment methods, and adjust your plan as your team grows.