Kerdora's appearance settings let an advisor practice use its own logo and primary brand color in supported application, portal, invitation, and print experiences.
Configure appearance
Open the user or practice Settings and find Appearance. Upload the practice logo and choose the primary color. The logo workflow includes cropping before upload.
Use a clear wordmark or mark with enough contrast and padding. Very light colors can be adjusted by the interface where white text must remain readable. Some semantic chart and status colors remain independent of branding so success, warning, danger, income, and other meanings stay clear.
Where branding appears
The uploaded identity can appear in the advisor sidebar, client portal, invitation or signup surfaces, and supported print/report headers. A client session receives the advisor's firm identity.
Some Kerdora product, security, legal, or system references remain. Whitelabeling changes appearance; it does not create a separate hosted product, domain, authentication system, or legal entity.
Review before client use
Upload and crop the logo.
Set the primary color.
Review the advisor sidebar in expanded and collapsed states.
Preview the client portal.
Review an invitation or signup experience.
Print or preview a supported Guide/report.
Check contrast and image clarity on a narrow screen.
If the old logo or color appears, refresh the session and verify the saved Appearance values. Remove or replace the logo from the same settings area when the practice identity changes.
Use Template Fields and Guide templates for reusable branded content inside Guides. Appearance controls the application identity; it does not automatically add a custom disclosure, process image, or advisor biography to every Guide.