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.
See which package could work for you
Loved by teams and individuals:
According to Software Advice
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.
Book a demo
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.
“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.”
at Trillium Mutual Insurance Company
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?Read now
Find out how Clinked's customers use their client portal to deliver more to their clients.Read now
90% of data breaches are caused by human error. Time for change?Read now
Choose 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.