100% White-Label Ready

Your Firm. Your Brand.
Your Portal.

Clear Fact is designed to fade into the background. Give your high-net-worth clients a premium, fully branded experience from the moment they click your link.

Total control over the look and feel.

Don't send your clients to a generic software link. Tailor every pixel of the secure client portal to match your agency's exact visual identity.

Subdomains & Custom Domains

Use a free firm.clearfact.co.uk subdomain, or upgrade to a Concierge Custom Domain (e.g., portal.yourfirm.co.uk).

Logos & Favicons

Upload your firm's logo and custom browser favicon so your brand is front and center.

Brand Colours

Set your exact Primary and Secondary colours to style all buttons, accents, and charts.

Typography & Style

Choose from multiple professional fonts and dial in your preferred UI corner style (sharp or rounded).

Live Preview

Firm settings

Firm Branding

Theme & Aesthetics

Primary Color

#2563EB

Headers & buttons

Secondary Color

#10B981

Icons & links

Typography

Modern (Sans-Serif)

Corner Sharpness

Modern Rounded

Client Email Template

The Modern

Bold header

The Classic

Formal layout

The Minimal

Stripped back

Acme Mortgages: Hi James, you have outstanding documents on your portal. Log in at yourfirm.clearfact.co.uk

SMS template · Automated nudge

AM

Acme Mortgages

Document request: Residential Purchase

Hi James,

Please sign in to your secure portal to upload your March payslip and review your Terms of Business.

Open your portal

White-label email layout

Your voice. Your messaging.

Software shouldn't dictate how you speak to your clients. Customize every touchpoint so the automated system sounds exactly like your team.

  • White-Label Emails

    Select from professional email layouts, rewrite the copy, and upgrade to send automated alerts directly from your firm's own email domain.

  • SMS Customisation

    Tailor your automated text message nudges. Decide exactly what the message says when a client forgets to upload their passport.

  • Portal Welcome Text

    Set custom greeting messages and instructions on the Client Portal dashboard so clients know exactly what to do when they log in.

Enterprise Custom Domains

Want to host your portal at portal.yourfirm.co.uk? We offer a Concierge Setup service. For a one-off fee, our engineering team will handle all the DNS routing and SSL certificate provisioning for you.

Contact Sales for Setup

Take ownership of your platform.

Start your free trial today and set up your firm's custom branding in minutes.

Start Customising Today