Who can use this feature?

Business and Enterprise Plans

System admin users only

You can now customize your user dashboards with a personalized announcement banner.

This feature is perfect to include a welcome message, links to your client portal for easy reference, inform clients of your latest news, contact info (address or opening time) or provide specific instructions to staff.

Easy for your users to find and for you to update. This Banner can be updated as many times as you want and will refresh automatically for all users.

Simply draft a message as per the instructions below for either clients or staff and it will appear automatically in their dashboard.

You can add a title, text, sections and format. Add links to your website, portal or news.

Customize your banner for clients and staff

From your desktop, go to admin
Under Customization, click on Banner
Go to Client or Staff to configure the banner message you want to appear at the top of the dashboard
Draft the message and format (size, underline, bold, italic) and add links. Make sure you enter a title.
Enable the banner by toggling the switch.
Click save

Sample Client Dashboard text

Remember to customise all links before applying.

Hello! Welcome to the Compass Dashboard. You will find links to our financial portal, latest news and important contact information. We're here to help you stay on course toward your financial goals and only a chat away.

Your Portal & Documents

Portal Access: View Detailed Portfolio & Performance Reports ▸
Documents: Click Files on the left panel to see all your statements and reports.

Compass Market Insights: September 16, 2025

We've recently published our Q3 Market Commentary, "Navigating the Path Ahead." It provides our perspective on current economic trends and our investment outlook for the remainder of the year. Read Our Latest Market Commentary ▸

Contact Compass

Qwil: The most convenient way to connect is via Qwil. Simply click Chats on the left panel to start a conversation with your relationship manager.
Schedule a Meeting: Click here to schedule time with your advisor ▸
Office Address: 123 Financial Plaza, Suite 100, Anytown, USA 12345

Funding Information

Bank: Bank of America
ABA/Routing: 026009593
Account: 1234567890

Sample Staff Dashboard text

Remember to customise all links before applying.

Quick Access: Core Platforms

Quickly navigate to your essential tools.

Custodian: Custodian Advisor Center
CRM: CRM Platform
Financial Planning: Planning Software
Portfolio Management: Portfolio Management Software
Research: Research Software

Today's Focus: Monday, September 15, 2025

A brief list of key action items for the day.

Review Q3 performance reports before sending them to the Harrison family.
Prepare for the investment committee meeting at 2:00 PM.
Follow up with the Chen prospect regarding their financial plan proposal.