Brand the Client Portal as Your Own

First impressions matter. Your Client Portal should look and feel like your business — with your logo, colours and messaging front and centre.

Core branding features

On Core, you can customise:

• Your logo — displayed prominently in the portal
• Brand colours — applied across the client experience
• Welcome messaging — greet clients in your voice
• Notice Board content — your announcements and promotions
• Folder and document presentation — structured around your clients' needs

Core includes a small "Brought to you by The Portal Genie" logo on the portal.

Pro branding enhancements

Pro adds further branding capabilities:

• Remove The Portal Genie branding — a cleaner, fully yours presentation
• Your own portal web address — such as portal.yourcompany.com
• Send emails from your own domain — client communications from your business address

See Using Your Own Client Portal Domain.

Why branding matters

A branded portal:

• Builds client trust and confidence
• Reinforces your professional identity
• Makes the portal feel like part of your business, not a third-party tool
• Supports consistent communication across documents, payments and messaging

Customisation beyond branding

Branding works alongside structural customisation — folders, document statuses and the Notice Board all contribute to the overall client experience.

Explore Customising Your Client Portal.

Compare plans

See how Core and Pro differ in Portal Genie Core vs Pro or view Pricing.

Want to see a branded portal in action? Book a demo.