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Site Themes
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Themes allow you to change the colors and options used in the pie charts, bar charts, and line charts on your reports and dashboards. You can also use site themes to customize the look and feel of the menu bar for you as well as your clients. You can have different site themes for each of your clients or different groups of clients. Unlike PDF themes, site themes apply to dynamic reports, PDF reports, desktop client portals, and mobile app.
You can customize these options on the Themes page that's available on the Setup menu. The page is composed of three primary sections:
Navigation Options/Menu Bar. The top menu bar consists of the primary navigation for Advisor View that holds the menus for Accounts, Reports, Client Reporting, Billing, etc. While the names of the menus cannot be changed, you can control the theme of the menu bar elements. Click here to learn more.
Graphic Options. Change line thickness, background gradient colors and styles, data line thickness, etc. Click here to learn more.
Color Options. Change pie chart colors, graph colors, and index colors. Click here to learn more.
The top menu bar consists of the primary navigation for Advisor View that holds the menus for Accounts, Reports, Client Reporting, Billing, etc. While the names of the menus cannot be changed, you can control the theme of the menu bar elements. You can customize the theme of the menu bar for you as well as your clients - and have different site themes for both. For example, you can have one brand for your menu bar and another for your clients or a subset of your clients.
For details on customizing the menu bar, visit Customizing the Menu Bar.
With graph options, you can control the look of graphs on your reports. Customization options under graph options include:
Not all customization options are available for every report.
Vertical Line Thickness & Color. Choose the width (in pixels) and color of vertical lines on your charts.
Horizontal Line Thickness. Choose the width (in pixels) and color of horizontal lines on your charts.
Background gradients. The background gradients of your charts can reflect your firm's brand. Simply choose the primary and secondary colors and choose the gradient style you want (left to right, right to left, top to bottom, etc.) and Advisor View will blend the colors in the background of your charts.
the Data line in line graphs. You have control over the thickness of the line on line charts.
To set the vertical and horizontal line thickness and color for your charts:
On the Setup menu, under Firm Settings, click Themes.
In the Select a site theme list, click an existing theme. To create a new one, select <Create New> and then type the name of the theme in the Site theme name box.
If you want the site theme to be your default theme for your version of Advisor View, select the Set as my site theme check box. You can only have one site theme assigned to yourself at one time.
In the View list under Graph Options, click the area where you want to set the vertical and horizontal line thickness.
Complete any of the following:
Vertical Line Thickness. Click the size (in pixels) for the vertical line in your reports.
Horizontal Line Thickness. Click the size (in pixels) for the horizontal line in your reports.
Vertical line color. Click Change next to Vertical Line Color. The Color Selection window appears. Select a color from the grid or by clicking on any part of the colored area below. You can also enter an exact hexadecimal value in the large box. Press ENTER and then click off the Color Selection window to close the dialog.
Horizontal line color. Click Change next to Horizontal Line Color. The Color Selection window appears. Select a color or enter an exact hexadecimal value in the large box at the top. Click Apply to close the dialog and save you changes.
If you don't want to show the vertical or horizontal gridlines, select the Show vertical gridlines and/or Show horizontal gridlines check boxes.
Click Save. Repeat these steps for each chart you want to customize.
The background gradients of your charts can reflect your firm's brand. Simply choose the primary and secondary colors and choose the gradient style you want (left to right, right to left, top to bottom, etc.) and Advisor View will blend the colors in the background of your charts.
For a clean and modern look, try white (#FFFFFF) for the Primary and Secondary background color for your charts.
To set the gradient colors and style:
On the Setup menu, under Firm Settings, click Themes.
In the Select a site theme list, click an existing theme. To create a new one, select <Create New> and then type the name of the theme in the Site theme name box.
If you want the site theme to be your default theme for your version of Advisor View, select the Set as my site theme check box. You can only have one site theme assigned to yourself at one time.
In the View list under Graph Options, click the area where you want to customize the background gradients.
In the Background gradient style list, choose a gradient style for your charts. If you don't want a background gradient, click None.
| List Selection | What You Get |
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| None |
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| Left to Right |
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| Top to Bottom |
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| Diagonal Left |
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| Diagonal Right |
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| Horizontal Center |
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| Vertical Center |
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Click Change next to Primary Color. The Color Selection window appears. Select a color from the grid or by clicking on any part of the colored area below. You can also enter an exact hexadecimal value in the large box. Press ENTER and then click off the Color Selection window to close the dialog.
Click Change next to Secondary Color. The Color Selection window appears. Select a color or enter an exact hexadecimal value in the large box at the top. Click Apply to close the dialog and save you changes.
Click Save. Repeat this step for each graph type.
You have control over the thickness of the line on line charts.
To set the thickness of the data line on line charts:
On the Setup menu, under Firm Settings, click Themes.
In the Select a site theme list, click an existing theme. To create a new one, select <Create new site theme> and then type the name of the theme in the Site theme name box.
If you want the site theme to be your default theme for your version of Advisor View, select the Set as my site theme check box. You can only have one site theme assigned to yourself at one time.
In the View list under Graph Options, click Account Performance line graph.
In the Data line thickness list, choose the applicable thickness in pixels.
Click Save.
When viewing Advisor View PDF reports, sometimes it's confusing to visualize some items on your reports when the colors vary between reports - for example, green may represent bond funds on one report and commodities on another or gridlines may appear on one report and not on another.
To make the visualization easier, you can customize the category and index colors you’d like to display. With the color options, you can specify the report color for each asset class, security type, sector, and subsector. The colors you specify will be shared among your dynamic and PDF reports, creating a consistent look and feel for all reports and portal sites.
To assign a color to a graph, index, pie chart, etc.:
On the Setup menu, under Firm Settings, click Themes.
In the Site theme name box, type a name for the theme. With Advisor View, you can create multiple theme templates and assign them to specific report templates as necessary.
If you want the site theme to be your default theme for your version of Advisor View, select the Set as my site theme check box. You can only have one site theme assigned to yourself at one time.
Under Color Options, in the View list, choose one of the following:
Account Performance and Analytics. This option lets you set the colors for the graphs on the Account Performance report and Account Analytics report.
Asset Allocation. This option lets you set the colors for the Asset Allocation bar chart (to change pie chart colors, use the Categories option).
Bond Analysis. Lets you set the Bond Analysis bar chart color ratings if you're not using a smoke stack and the Bond Analysis bar chart average line color.
Bond Ratings. Lets you set the colors for bond ratings on your fixed income reports.
Capital Flows. Controls the colors for account value, contribution and net investment on the Capital Flows report.
Categories. This option lets you set the colors for categories. Select this option to adjust the colors for pie charts.
Indexes. This option lets you set the colors for indexes.
Net Worth. Control the look of the chart on the Net Worth report. You also have some additional options in the Graph Options section.
Projected Income. Defines the colors for the Projected Income bar chart colors (paid income as well as projected income).
Summary. Controls the color of the bar chart on the Summary report.
For the item where you want to assign a color, clear the Use Default Color check box. If you select this check box, Advisor View will automatically assign a color to the color option. Clearing this check box allows you to select your own color.
Click Change. The Color Selection window appears. Select a color or enter an exact hexadecimal value in the large box at the top. Click Apply to close the dialog and save your changes.
When finished assigning colors, click Save.
To assign a site theme to a client view:
On the Client Reporting menu, click Client Views.
In the Select a Client View list, click the client view where you want to assign the site theme.
In the Theme list, click the theme you want to assign to the client view.
Click Save.
For more information on client views, visit Create a Client View.
To assign a theme to a PDF theme:
On the Client Reporting menu, under Client PDF Settings, click PDF Themes.
In the Select a theme list, choose the PDF theme where you want to assign a theme.
In the Report theme list, choose the theme you want to assign to the PDF theme.
Complete any additional options for the PDF theme. For more information on creating PDF themes, visit PDF Themes.
Click Save.
To help you get the most out of site themes, our graphic designers have created system site themes that will help you take your PDF reports to the next level.
These site themes are:
You can choose these reports in the Select a site theme list. The system site themes appear under ----System.
