The Dispatch

The Dispatch keeps you informed on the markets, trends and how Freedom Advisors is serving you.

White Label Your Platform

Send Us Your Logo, Headshot and Bio

If you are interested in replacing the Freedom Advisors brand on the platform with your own and personalizing client proposals, provide your firm logo, a headshot and a bio here.

 

As an example, here you can see how the following logos appear on the platform for both the Advisor and Client Portals:

Sidebar Navigation (Open State)

logo-side-nav-open

Sidebar Navigation (Closed State)

logo-side-nav-closed

Your logo will appear on all Reports generated from the platform:

Report Cover Page

logo-report-cover-page

Additional Report Pages

logo-addtl-report-pages

Your logo, photo and bio will appear on investment plan proposals generated from the platform:

Proposal Cover Page

logo-proposal-cover-page

Profile Page

logo-headshot-bio-profile-page

Additional Proposal Pages

logo-addtl-proposal-pages

We are here to help. If you need any assistance, contact Advisor Services at support@freedomadvisors.com or 800-949-9936 and press 2.

LF1975

Freedom Advisors offers a turnkey asset management platform (TAMP) with a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients.

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This website is for investment professionals only. It is not intended for retail investors. Retail investors who are interested in our investment services should contact a financial advisor.

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