Every plan includes your logo, colors and fonts on a client portal at your own subdomain, with no Bancroft logo. Your own domain and client email sent from your domain come with the Firm plan (Enterprise, on custom terms, includes everything in Firm). This article explains what each plan brands.
Your subdomain portal (all plans)
Every advisor can claim a subdomain like yourfirm.usebancroft.com. It becomes your client-facing address. Clients who sign in there see your firm name and your brand, and client invitations point to it, so the household sees your brand from the first email.
Logo, colors and fonts (all plans)
Every plan includes the complete branding controls:
- Firm name: shown in the portal, in client email and on client-facing pages.
- Logo: on the sign-in page, the sidebar and the client portal.
- Favicon: your icon in the browser tab.
- Colors: your accent, background and sidebar colors in place of Bancroft’s.
- Fonts: body and heading fonts chosen to match your firm’s typography.
You can preview the result before you save it.
Your own domain (Firm plan)
On the Firm plan, the client portal can live at your own domain (for example, planning.yourfirm.com) instead of a usebancroft.com subdomain. You point the domain at Bancroft once, and Bancroft provides the security certificate.
Email branding
Client email (invitations, document notifications, vault alerts, check-in reminders) carries your firm name as the sender and in the header and footer. On the Firm plan, replies go to the support address you choose, and client email can be sent from your firm’s own domain.
What does not get branded
Generated legal documents (wills, trusts, POAs) do not carry firm branding. This is intentional. Legal documents are the client's documents, not the firm's marketing materials. They include a document reference footer with a unique identifier for traceability, but no firm logos or brand colors.
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