White-label
Drive brand recognition across portal & mobile app
You focus on investments. Clinked will focus on technology. A Clinked Investment Management Client Portal lets you focus on what you do best. Don’t worry about technology, we’ve got this together.
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Client experience is key to improve client satisfaction, reduce churn and increase ROI. A White-label portal for investment management allows you to create seamless & branded experience, so your investment firm can deliver high touch value to clients. Sprinkle in bank-grade security and a sparkling cloud-based interface to enable worry-free management of highly sensitive client data to differentiate against the competition.
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Reap the rewards of client knowledge across your teams by using the right features, developed by Clinked with investors & clients in mind:
Manage tasks & calendar events across team & clients to drive transparency & productivity
Always keep track of events, uploads, updates, comments and replies in a personal dashboard view.
Investment management clients’ expectations have changed. They seek enhanced protection of their data, together with a smoother, online client experience. The speed of communication & collaboration needs to match the speed of business. Stand out from the crowd with an easy to manage, cloud-based, secure solutions for client interactions that comply with regulatory & investor policies and integrate seamlessly with other systems.
So we've heard of a client portal, but what exactly is it & how can my business use one?
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Read nowChoose a Clinked Custom Client Portal for your investment management company. Upgrade your client experience today with our fully white label best in class investment management client portal.