Account
Your appearance, profile, password and two-factor sign-in.
Calendar & Booking
Your booking page, meeting types and the hours people can book you.
Integrations
Your calendars, Outlook, Zoom and social accounts. Each person connects their own.
Brand & Identity
Your logo, name and accent color. The CRM itself stays neutral, in light or dark, so it is easy to read. Changes apply after saving.
Team
Invite team members to your CRM. They will receive an email to set their password.
Custom Domain
Your custom CRM domain is configured by your platform administrator. Contact SignalWealth to update your domain settings.
Approved articles publish to a blog on your own domain, like insights.yourfirm.com.
Until it's set up, approved articles wait in the Studio.
Set it up in two steps
1. Add this A record with your DNS provider (pick any name;
insights is a good default).
2. Email
support@signalwealth.io with the address you chose. We issue the certificate and switch it on, usually the same day.
| Type | A |
| Host | insights |
| Points to | — |