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Clinked Makes It Easy

Clinked Financial Advisor Client Portal allows you to focus on what you do best. Don’t worry about technology, we’ve got this together.

  • Put your brand front and center thanks to our fully customizable portal
  • Granular permissions and access rights to protect your most confidential data
  • Share sensitive information in the office or on the go with our mobile application
  • Share files, approve documents, create events and track progress on tasks – all in one central, cloud based location

Loved by teams and individuals:

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According to Software Advice

Deliver More To Your Clients

Financial services professionals are under pressure to constantly deliver better services and better experiences to their clients, at the speed of light. Choose Clinked cloud based, mobile and custom branded client portal to deliver higher value. Sprinkle in bank-grade security and a sparkling interface to enable worry-free management of highly sensitive client data to differentiate against the competition.

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Clinked Client Portal Features Are Tailored For Financial Services

Custom branded

Put your brand front and center – not ours. Drive brand recognition across portal & mobile app.

Document management

Request, share, comment, like, approve and sign files electronically directly from within the portal.

Data security

Protect sensitive data with bank-grade level security, encryption and additional password protection.

Audit trails

Track actions & logins for all content & visualise activity. Generate and download csv reports.

Collaborative features

Communicate in real time with group and 1-2-1 chat, use @mention to flag important documents and updates.

Task & event management

Create, update and track tasks & events to drive transparency and better delivery

Activity streams

Always keep track of events, uploads, updates, comments and replies in a personal dashboard view.

Integrations

Connect existing workflow, tools & dashboards from 3000+ apps with our API & Zapier integrations

“The Clinked product has really helped us tie all of our loose ends together, it’s allowed is to have one information hub and one spot for everyone to go to whether that be an external partner or an internal partner. It’s very easy to use, we’ve had nothing but great support from the Clinked team and it shows to all our customers and clients who use our product.”

Laura Kovacs, Underwriting Business Analyst

at Trillium Mutual Insurance Company

Why Should Financial Services Professionals Consider A Client Portal?

Clients expectations have changed. They seek real time and instant technology driven interactions and enhanced protection of their data. Successful financial services firms have evolved to meet these demands and offer intuitive, mobile and secure solutions.

In addition, the increased pressure from regulatory and compliance bodies on financial advisors means firms need secure, transparent processes that integrate seamlessly with other systems.

Sound familiar? Deliver more to your clients and team with Clinked branded online portal for financial services firms.

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What exactly is a client portal?

So we’ve heard of a client portal, but what exactly is it & how can my business use one?

Read more
Client portals for M&A firms

Using a client portal can increase the chances of deal success. Read our article to find out more!

Managing Private Equity Deals With Efficiency

There are a lot of moving parts in your average PE deal – this is where your client portal shines.

Streamline your business. Engage your clients.

Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.

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