White-label Portal for Investment Management

Branded, Secure & Mobile.

Clinked Makes It Easy

You focus on investments. Clinked will focus on technology.

A Clinked Investment Management Client Portal let’s you focus on what you do best. Don’t worry about technology, we’ve got this together.

Delivery to Clients

White-label seamless branded experience so your firm can deliver high touch value to your 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.

Clinked Features for Investment Management Client Portal

Reap the rewards of client knowledge across your teams by using the right features:

WHITE-LABELLED

Drive brand recognition across portal & mobile app

DOCUMENT MANAGEMENT

Request files, automated filing, cross device syncing, integrations and more

DATA SECURITY

Protect sensitive data with Bank-grade level security.

AUDIT TRAILS

Track actions & logins for all content & visualise activity.

COLLABORATE & COMMUNICATE

Communicate in chat, leverage document annotation & tagging to build strong relationships across clients in single source

TASK & EVENT MANAGEMENT

Manage tasks & calendar evetns across team & clients to drive delivery

ACTIVITY STREAMS

Always keep track of events, uploads, updates, comments and replies in a personal dashboard view.

INTEGRATION

Incorporate existing internal workflow & tools with Zapier & API functionality

“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.”

Laura Kovacs, Underwriting Business Analyst
at Trillium Mutual Insurance Company

Why consider an Investment Management Client Portal?

Clients seek technology driven interactions and enhanced protection of their data.

Challenging investment firms to seek easy to manage, cloud-based, and secure solutions. In addition, the need to comply with regulatory or investor policies means firms need secure, transparent processes that integrate seamlessly with other systems.

Sound familiar? Below are three key tools to help assess the value an investment management client portal can bring your clients & team:

Your Clients Choose You. Bring them more with Clinked.

Sign up for a no commitment, free trial today.