White Label Investment Platform

Stay compliant with industry standards while providing investors secure and streamlined access to their investment information with Clinked’s investor portal software

A detailed look at Clinked's white label investment platform | management portal solutions, streamlining workflows and communication.

The Premier Client Portal for Enhanced Investor Engagement

Centralize and Secure Your Investor Communications

A view of Clinked’s investor communication portal, centralizing and securing interactions for smooth operations.

Protect your sensitive investor communications with robust encryption, permission controls, and adherence to industry regulations. Manage and organize all updates, reports, and interactions in a centralized, secure environment.

Keep everything in one place, reduce miscommunication risks, and provide investors with secure access to their information, minimizing administrative tasks for your team.

Simplify Document Sharing and Management

A view of Clinked's simplified document sharing with Clinked's investment platform, facilitating smooth operations.

Easily share and manage important documents like performance reports, investment statements, and prospectuses in a secure, centralized platform.

Ensure sensitive information is accessible only to authorized users, protected by top-tier encryption and permissions.

Save time on administrative tasks and offer investors convenient, secure access to up-to-date documents.

Ensure Compliance and Simplify Audit Readiness

An illustration of Clinked's investment platform, ensuring compliance and simplifying audit readiness, facilitating smooth operations.

Maintain compliance with comprehensive audit trails and secure data management. Track every action, communication, and document to meet regulatory requirements and prepare for audits with ease.

Keep your system organized and transparent, giving you peace of mind and more time to focus on delivering value to your investors.

Enhance Communication with Real-Time Updates

A view of Clinked’s enhanced communication with real-time updates, facilitating smooth operations.

Keep investors informed and engaged with real-time updates and automated notifications. Alert them to important developments such as new reports, meetings, or document uploads.

Streamline communication, reduce manual follow-ups, and ensure investors have the latest information at their fingertips, contributing to a more responsive service.

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Customize Portals for a Tailored Experience

An illustration of Clinked’s customizable portals for investment businesses, providing secure access and customization.

Create branded, customizable portals for each investor, providing personalized access to investment documents, reports, and updates.

Tailor the experience to meet the specific needs and preferences of your investors, enhancing satisfaction and strengthening relationships through a seamless, professional interface.

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Client portal designed to protect your data

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Top Features of Clinked's Investor Portal Software

Are you looking to manage clients, projects, or securely store and share files? Choose the solution that fits your needs best. Review the features listed below, or book a demo so we can discuss your requirements and help you select the perfect option.

Google Workspace

A screenshot of Clinked's integration with Google Workspace, showcasing seamless connectivity and collaboration features, including document sharing, calendar synchronization, and streamlined communication tools.

Integrate Google Workspace with Clinked for seamless document sharing, management, and collaboration within your projects.

Custom Access Permissions

A screenshot of Clinked's permission settings, showcasing customizable access options with user roles, permissions, and security controls.

Set specific access permissions for group content. Ensure proper access levels while maintaining control and security.

Email Notifications

A screenshot of Clinked's email notification feature, showcasing real-time updates and alerts to keep users informed about project activities and team communications.

Stay updated with Clinked’s email notifications. Get alerts for content changes, keeping you connected to important actions.

DocuSign

A screenshot of Clinked's platform showcasing the streamlined document signing process with DocuSign integration, highlighting seamless workflow and enhanced efficiency.

Integrate DocuSign for signatures. Automate the process for efficient document management and status tracking.

Document Watermarking

A screenshot of Clinked's platform showcasing the digital asset protection feature, highlighting the watermarking tool to secure and personalize content.

Add watermarking to files for added security. Embed unique identifiers to prevent unauthorized use and ensure content ownership.

Tasks Management

A screenshot of Clinked's task management feature, showcasing an intuitive interface for efficiently managing and tracking tasks, complete with progress indicators and deadline reminders.

Manage tasks in Clinked by organizing, assigning, setting due dates, and tracking progress in a collaborative space.

Custom Domain

A screenshot of Clinked's platform showcasing the feature to enhance your professional image with a custom domain, allowing personalized branding and improved client engagement.

Use Clinked's Custom Domain for a branded portal experience, making access easier for clients and team members.

White-label

A screenshot of Clinked’s white-label solution, showcasing features designed to impress clients, including personalized branding options and seamless integration capabilities.

Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.

Activity Stream

A screenshot of Clinked’s Activity Stream, showcasing real-time updates and notifications to keep users informed about team activities and project progress.

Monitor real-time updates in your portal with the Activity Stream. Stay informed about uploads, comments, tasks, and more.

White-label Mobile App

A screenshot of Clinked's mobile application interface, showcasing the ability to customize branding with your own company logo, personalized color scheme, and unique domain for a tailored client experience.

Offer a branded mobile app with Clinked’s white-label option, enabling seamless collaboration on the go for your clients.

File Request

A screenshot of Clinked's File Request feature, showcasing the seamless process of requesting files with a user-friendly interface, allowing for efficient collaboration and file management.

Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.

File Approval

A screenshot of Clinked's document workflow feature, showcasing the file approval process with options for reviewing, approving, and commenting on documents.

Manage document sign-offs efficiently. Track approvals or rejections within Clinked to ensure everyone is on the same page.

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Investor Client Portal: Customer Feedback

Over 3,000 clients in 40+ countries trust Clinked to keep their business connected to their teams

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FAQs about Investment Client Portal

See how client portals enable investment managers to update portfolios, ensure compliance, and securely share documents.

What is an investment client portal?

An investment client portal is a secure platform where investment firms and advisors can communicate with clients, share portfolio updates, and manage documents. It improves client engagement by providing easy access to investment information, reports, and communication tools.

How does a client portal enhance communication between investors and advisors?

A client portal streamlines communication by providing real-time messaging and document sharing. This ensures investors stay informed and can access important documents and updates securely.

How secure is Clinked’s investment client portal?

Clinked’s platform is built with bank-level encryption, and it complies with regulations like GDPR, SEC Rule 17a-4, and FINRA Rule 4511. This ensures secure document sharing and client information management.

Can the investment client portal be customized for my firm?

Yes, Clinked’s investment portal is fully customizable, allowing you to white-label the platform and use custom domains to reflect your firm’s branding, providing a seamless experience for your clients.

How does Clinked integrate with existing financial tools?

Clinked integrates with financial software and tools to streamline workflows, enhance productivity, and provide a unified experience for both advisors and clients. This ensures efficient management of portfolios and documents.

How does a client portal improve portfolio management for investors?

A client portal provides investors with real-time access to portfolio updates, performance reports, and financial documents. This transparency enhances investor confidence and allows them to track their investments efficiently.

Can a client portal support compliance and regulatory requirements?

Yes, Clinked’s client portal is designed to meet compliance requirements such as SEC Rule 17a-4 and FINRA Rule 4511. It ensures that all data is securely stored, monitored, and protected, making it easy for investment firms to meet regulatory obligations.

How can a client portal increase client retention for investment firms?

By offering personalized, branded experiences and secure access to key financial data, a client portal strengthens client trust. It enables seamless communication, timely updates, and efficient document management, all of which enhance client satisfaction and retention.

What features should an investment firm look for in a client portal?

Investment firms should look for features like real-time portfolio tracking, secure document sharing, customizable branding, integration with financial tools, and regulatory compliance. Clinked’s investment portal offers all these features to provide a comprehensive solution.