Use this open field to set the name for a page or widget that clients see on the client portal. By default, the Display name is the type of page or widget.

For example, if the Display name is Asset Allocation, the widget will display the title Asset Allocation on the portal.

 

If you'd like to give firm users more information about the widget, use the Configuration name field to add a name that only shows up in the client portal configuration tool.

Display names can be a maximum of 40 characters.