Settings

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Settings — Password Required

Enter the settings password to view or change the firm's logo, name, advisor info, and investor-type images.

Password

Enter the settings password to continue.

Firm Settings

Changes here update the logo, firm name, advisor info, and each investor-type image shown throughout the quiz, the report, and the emails it sends — no code editing or server restart required.

Logo

Drag & drop a logo here or click to choose a file — PNG, JPG, SVG, or WEBP, up to 3MB

Investor Type Images

Replace any of the five illustrations with your own photo — a real bear, beaver, cardinal, monkey, or coyote, or anything else you'd rather use.

Firm Info

Firm name

Please enter your firm name.

Firm website address

Please enter your firm's website address.

Advisor name

Shown as "On behalf of" on the report.

Please enter the advisor's name.

Advisor email address

Copies of every completed quiz are sent here.

Please enter a valid email address.

Confirm Password to Save

Re-enter the settings password to save these changes.

Password

Enter the settings password to save.

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