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
The Premier Client Portal for Enhanced Investor Engagement
Centralize and Secure Your Investor Communications
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
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
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
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.
Customize Portals for a Tailored Experience
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.
Client portal software designed to protect your data
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.
File Uploading
Upload large files up to 5GB directly to Clinked. Start with 1TB of storage, making file management simple and efficient.
File Request
Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.
File Approval
Manage document sign-offs efficiently. Track approvals or rejections within Clinked to ensure everyone is on the same page.
Group Calendar
Share events and meetings using Clinked’s group calendar, keeping your team informed and organized.
White-label
Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.
White-label Mobile App
Offer a branded mobile app with Clinked’s white-label option, enabling seamless collaboration on the go for your clients.
Audit Trail
Ensure transparency with detailed audit trails. Track user activities and document actions to manage your portal effectively.
Group Chat and 1 to 1 Chat
Connect with your team using Clinked's secure Group Chat. Communicate in real-time, whether in groups or one-on-one.
SAS70, PCI, GDPR
Clinked complies with SAS70, PCI, and GDPR, offering industry-standard protection for data management, payment security, and privacy.
Email Notifications
Connect with your team using Clinked's secure Group Chat. Communicate in real-time, whether in groups or one-on-one.
Version Control
Keep track of all document versions with Clinked’s version control. Review, compare, and restore previous versions easily.
Content Following
Follow content updates via email notifications. Easily filter activities, manage preferences, and stay connected with team updates.
Discover How Clinked Can Work for You
Over 3,000 clients in 40+ countries trust our client portal softwareto keep their business connected to their teams and customers
See Clinked in Action.
Make sure it’s the right fit for you. Explore the possibilities.
Frequently Asked Questions about Client Portals
Find answers to your most frequently asked questions about how to create and manage your online client portals with Clinked.
What is an investor portal?
An investor portal is a secure online workspace where investment firms can share reports, statements, notices and other documents with investors. It can also centralise investor communication, document requests and activity records in one controlled environment.
What features should investor portal software include?
Investor portal software should include secure document sharing, granular investor permissions, white-label branding, audit trails, version control, notifications and client communication tools.
The right feature set should allow investors to access relevant information easily while helping the firm maintain control over sensitive documents and user activity.
How can investors securely access documents and statements?
Investors can sign in to a permission-controlled workspace where they only see the files and information assigned to them. Clinked supports granular permissions, two-factor authentication, encrypted file sharing and audit trails to help protect sensitive investor information.
Can investors self-serve reports and documents through the portal?
Yes. Firms can give investors direct access to reports, statements, prospectuses and other authorised documents without requiring repeated email requests.
Notifications can alert investors when new information is available, while permissions control which users can view, upload or download specific content.
How do you implement a secure investor portal?
Start by identifying the users, documents and workflows the portal needs to support. Firms can then create investor-specific workspaces, configure access permissions, apply branding, organise document structures and test the experience before inviting investors.
A configurable platform such as Clinked allows firms to launch a secure portal without developing an entire system from scratch.
Can the investor portal be customised with our firm’s branding?
Yes. Clinked supports white-label branding, custom domains, custom email domains and configurable dashboards, helping firms provide an investor experience that reflects their own brand.
Can each investor have different access permissions?
Yes. Granular permissions can be used to control which workspaces, folders and documents each investor or stakeholder can access.
This helps firms keep investor information separated while giving authorised users access to the reports and documents relevant to them.
How does an investor portal improve document distribution?
An investor portal gives firms one controlled location for distributing statements, reports, notices and other investment documents.
Instead of sending repeated email attachments, firms can publish information to the relevant investor workspace, notify users and maintain an activity record of portal and document actions.
How does an investor portal improve communication?
An investor portal keeps messages, comments, notifications and documents together in one secure workspace. This helps investors find relevant updates more easily and gives the firm a clearer record of communications than disconnected email threads.
Does Clinked provide audit trails for investor activity?
Yes. Clinked’s audit trail records activities such as logins, document views, uploads, downloads, edits, approvals and permission changes. Administrators can filter and export activity records for greater oversight and audit preparation.
Can an investor portal support security and compliance processes?
An investor portal can support security and compliance processes by providing encrypted file sharing, controlled access, authentication, document version histories and detailed activity records.
However, using a portal does not automatically make an investment firm compliant. Each organisation remains responsible for configuring the platform and meeting the regulations and retention requirements that apply to its activities.
Can accounting and financial advisory firms use Clinked for secure document sharing and approvals?
Yes. Accounting and financial advisory firms can use Clinked to create branded client workspaces, securely share documents, request files, manage approvals and control access for individual clients or groups.
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.