Overview

Manage customer portfolios and the white-label portfolio app they're shown in.

Client portfolios are the holdings you manage on behalf of your customers. You create and maintain them in the admin panel, and your customers view them in the white-label portfolio app. This is a customer-facing dashboard with Clarity commentary built in, served under your own brand and domain.

Surface	URL	Who uses it
Admin → Client Portfolios	admin.motifapp.ai	Your team, who create and maintain portfolios
Portfolio app	portfolio.motifapp.ai or your custom domain	Your customers, who view holdings and ask Clarity

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Managing portfolios in the admin panel

The Client Portfolios area manages per-customer, mixed-asset portfolios spanning funds, equities, and crypto. From it your team can:

• Create a portfolio for a customer and add positions manually, or import them from CSV.

• Maintain mixed-asset holdings: funds, equities, and tokens in one portfolio.

• Invite a customer to view their portfolio, with invite-only or open signup depending on your configuration.

• Share a portfolio and surface a Clarity commentary sidebar alongside it.

The asset universe these portfolios draw on (funds, equities, and tokens) is maintained under Data management.

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The white-label portfolio app

The portfolio app is what your customers see. It can be fully branded as your own:

Piece	What it controls	Setup
Visual branding	Logo, primary color, favicon, support email, display name	Branding
Custom domain	The host customers visit (e.g. portfolio.yourbrand.com)	Custom domain
Sender domain	The From: address on invitation and transactional emails	Sender domain

Each piece is independent and composes cleanly. Start with visual branding and add domains later, or skip visuals and only set a sender domain. You need an organization owner or admin role to change branding settings.

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What customers see

Customers who arrive through your custom domain or a tenant-scoped invite link get your full branding on every pre-login surface (sign-in, invite acceptance, password reset) and invitation emails sent from your sender domain. Customers on the bare portfolio.motifapp.ai host see a generic, unbranded experience. Branding applies only via your custom domain or invite link.

Portfolio customers sign in to the portfolio app only. They have no access to the admin panel. See Organization & team for the access model.

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Next steps

• Branding: logo, colors, and support email (no DNS)

• Custom domain: map your own host to the portfolio app

• Sender domain: send invitations from your own domain