One parent account.
Manage clients from one place. Give each company its own audience, campaign, and materials workspace.
A clear view across your clientsWhite label for agencies & broker-dealersTheir brand.
Their brand.
Your home base.
Give every client a place to move forward.
Keep the big picture in one place.
Your firmYour branded platform.
AdminA
Client workspacePrivate credit
B
Client workspaceReal estate
C
Client workspaceGrowth capital
Separate workspaces. A shared view.
Illustrative workspace structure
A distinct home for every client.
A shared way to work.
Supporting more than one company? Keep each company’s work organized under your account, with client workspaces, team permissions, and a branded experience.
A brand that feels like theirs.
Bring your platform name, logo, and accent color into the experience. Give each offering its own identity and materials.
Your platform. Their offering.The right people, involved.
Invite collaborators, assign permissions, and bring reviewers into the content approval process.
Clear access and a shared review process
More connected, at every levelMore clients.
More clients.
Less back and forth.
From a new pitch deck to a campaign ready for review, keep the people and materials behind each offering connected.
- Manage clients from one parent account
- Give each offering its own identity
- Bring in the right people for review
One platform. Different ways to partner.
Built around your firm.
Agencies
Organize campaign preparation, creative work, and client feedback without scattering materials across separate tools.
Broker-dealers
Bring sponsors, marketing teams, and reviewers into a shared workflow, with access tied to the companies they support.
White-label partners
Offer a branded workspace to the companies you support, with a consistent home for their capital marketing.
Good to know
A few details.
Can my firm manage multiple clients?+
Yes. A parent account can manage separate client workspaces. Each company can organize multiple offerings, with its own materials, campaigns, and context.
What can we brand?+
Account owners and admins can set the platform name, logo, accent color, and support details. Offering branding keeps each sponsor’s materials distinct.
Can we use a custom domain?+
Custom-domain setup is available in the white-label settings. You will need access to your domain’s DNS; ownership verification and domain activation are required before it is live.
Can we involve client and compliance teams?+
Invite team members, manage their access, and assign reviewers for content sign-off. Your firm’s legal and compliance professionals determine the requirements that apply to each offering.
Your firm.
Your partner plan.
Request agency, broker-dealer, and white-label pricing
and setup details for your team.