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Why Clinked
Become a Partner
White-label
Drive brand recognition across portal & mobile app
White-label Portal For Investment Management
Branded, Secure & Mobile. Collaboration at the speed of business for investment management professionals.
Branded, Secure & Mobile. Collaboration at the speed of business for investment management professionals.
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.
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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:
Drive brand recognition across portal & mobile app
Request, preview, download, comment & sign files
Protect sensitive data with Bank-grade level security.
Track actions & logins for all content & visualise activity.
Communicate in chat, annotate documents & use @mentions to build strong relationships
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.
Incorporate existing internal workflow & tools with our Zapier integration & API functionality
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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Client portals for financial advisors: from security to efficiency and beyond.
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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.
