Company Profile

Basic company information and branding

PNG, JPG, or SVG. Max 2 MB.

Investment Parameters

Default thresholds and financial parameters

%
$
$

Invite Settings

Referral invite configuration

$
Enabled

Email Settings

SMTP and email delivery configuration

Notification Preferences

Select which events trigger admin email notifications

Security

Authentication and access control settings

Enabled

Integrations

Third-party service connections

SMS Configuration

Twilio integration and SMS notification settings

Enabled

Consultation Settings

Scheduling, reminders, and consultation workflow

Last saved: Feb 3, 2026 at 1:00 PM by Jim McMahon