Resource hub
Store and share approved brand assets, decks, one-pagers and email templates.
Keep your firm's approved brand assets, pitch decks, one-pagers and intro-email
templates in one place — shared across your firm and, when you want, tailored to
a specific counterparty. Open Resources from the top navigation
(/resources).
Who can do what
- Owners and Partners add, edit and delete resources.
- Everyone else sees the resources shared with them (see Visibility below) and can open or copy them.
Adding a resource
Click Add resource and choose a Type:
| Type | What you provide |
|---|---|
| Logo / Pitch deck / One-pager | An https:// link to the file (e.g. on your website or a shared drive). |
| Email template | The message text. Use {{variables}} — e.g. Hi {{client.name}} — and Mutuvo lists the variables it finds. |
| Note | Short free text — a briefing, do's and don'ts, positioning. |
Pick a Counterparty to file the resource under a specific partner firm, or leave it Firm-wide to make it general. Then set who can see it and click Add.
Versions
Every time you edit a resource, its version number goes up (v1 → v2 …) and the change is recorded in your audit trail. The card always shows the current version.
Visibility
Choose one per resource:
- Everyone in the firm — all your colleagues.
- Specific roles — only the roles you tick (Owner, Partner, MLCO, Team member).
- Specific people — only the colleagues you tick.
Owners and Partners always see every resource. The person who created a resource always sees their own. Firm-wide resources are also the set shown on your public partner portal.
Editing and deleting
On any resource card, Edit updates it (and bumps the version) or Delete removes it. Deleting can't be undone.