video1.0<iframe src="https://www.loom.com/embed/e15ed801e4434a5a9e6994b69114913f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e15ed801e4434a5a9e6994b69114913f-260ee364aebd925e.gif349.352Hi everyone, in this video, I walk you through how to update and set a display name for both your firm and advisor, which is crucial for client communication and their dashboard experience. I demonstrate the process of editing these names within the portal and show you how these changes appear in client emails and on their dashboards. You’ll see examples of how the firm name and advisor name are presented to clients, and I suggest updating them to enhance branding. Please take a moment to review this process and consider if any updates are needed for your firm or advisor display names. Thank you!