Overview
The Asset Manager Settings page allows you to define how your Asset Manager profile appears within the system and to your clients.
Note: All fields on this page are optional. Completing them helps present a more professional and branded experience for your clients, but it is not mandatory.
Tab Title
This is the title that appears in the browser tab when clients access your secure invite link.
Display Name
This is the name that represents you within the system.
The Display Name will appear in your Secure Client Invites, and your Invoices.
Supported Exchanges
Here you can select the exchanges that you support.
Only the exchanges selected here will be available to your clients when they open the invite link. Clients will not be able to connect exchanges that are not selected here.
Include newly exchanges
When enabled, any new exchange added by Cornix in the future will automatically become available to your clients through your invite link.
To enable this option, you must first select all currently supported exchanges.
Images (Branding)
You may also customize your branding elements by adding your logo, favicon, or display image.
To submit the images you wish to use, please contact our support team for assistance.
Your logo and display name will appear on your invite links and invoices.