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Clinked API
Why Clinked
Become a Partner
Custom branded
Put your brand front and center – not ours. Drive brand recognition across portal & mobile app.
Custom Branded Portal For Financial Services
You focus on advising clients. We focus on the technology.
You focus on advising clients. We focus on the technology.
Clinked Financial Advisor Client Portal allows you to focus on what you do best. Don’t worry about technology, we’ve got this together.
Loved by teams and individuals:
According to Software Advice
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.
Speak with a member of the team
Put your brand front and center – not ours. Drive brand recognition across portal & mobile app.
Request, share, comment, like, approve and sign files electronically directly from within the portal.
Protect sensitive data with bank-grade level security, encryption and additional password protection.
Track actions & logins for all content & visualise activity. Generate and download csv reports.
Communicate in real time with group and 1-2-1 chat, use @mention to flag important documents and updates.
Create, update and track tasks & events to drive transparency and better delivery
Always keep track of events, uploads, updates, comments and replies in a personal dashboard view.
Connect existing workflow, tools & dashboards from 3000+ apps with our API & Zapier integrations
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.
So we’ve heard of a client portal, but what exactly is it & how can my business use one?
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Could your organisation benefit from a client portal? Take our quiz to find out the answer!
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90% of data breaches are caused by human error. Find out how a client portal can help.
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Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.
