White Label Investment Platform
Create secure, branded investor portals
for investment reporting, document
sharing, fund updates, and client communication.
With white-label control, granular permissions, audit trails, and a simple experience your investors can trust.
Replace email, SharePoint, and scattered
file sharing with one secure investor portal.
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You’re in good company.
40 countries trust Clinked for branded client collaboration: secure, structured
and out of their inbox.
Centralize Investor
Communications,
Reports, and
Documents
Move sensitive investor communications
out of email threads, shared drives,
and scattered tools.
Clinked gives investment firms
one secure investor portal for updates,
reports, documents, and conversations, with
permission controls that help ensure each
investor only sees what they should.
Centralize investor reporting, document
sharing, and client communication in
a branded portal that is easy for investors to
access and simple for your team
to manage.
Simplify Investor Reporting and
Document Sharing
Share performance reports, investment statements, prospectuses, quarterly updates, tax documents, and due diligence files through one secure investor portal. Clinked helps investment firms manage sensitive documents without relying on email attachments, shared drives, or disconnected file-sharing tools.
Use granular permissions to control which investors, LPs, advisors, or stakeholders can access each folder, report, or document. Keep files organized, up to date, and easy for investors to find.
Reduce admin time for your team while giving investors secure, self-serve access
to the documents and reporting they need.
Ensure Compliance with Audit
Trails and Secure Investor Access
Support compliance and audit readiness with a secure investor portal that records document activity, user actions, and communication history. Track who accessed investor reports, when documents were viewed, and which permissions were applied.
Give your team a clear audit trail for sensitive investor information while keeping files, updates, and communications organized in one controlled workspace.
Keep Investors Updated
with Reports, Alerts, and
Secure Messages
Keep investors informed with secure updates, report notifications, meeting reminders, and document upload alerts from one branded investor portal. Notify investors when new performance reports, quarterly updates, or important documents are available.
Reduce manual follow-ups and give investors a simple way to access the latest information from desktop or mobile, without relying on scattered email threads or disconnected communication tools.
White Label Investor
Portal That Looks Like
Your Firm
Build a branded investor portal that reflects your firm’s identity: with your logo, colors, custom domain, and a professional client-facing experience.
Give each investor, LP, family member, or stakeholder personalized access to the documents, reports, and updates intended
for them.
Create separate investor works paces with tailored content and permissions, so every client gets a secure, relevant experience while your team stays in control.
Client portal
software designed
to protect your
data.
With AES-256 encryption, GDPR coverage,
SOC 2 compliance and HIPAA-ready document management, everything in
your secure investor portal is locked in
the moment it enters the platform.
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.
Move Investor Communications
Out of Email, SharePoint, and
Shared Drives
Investor communication should not
depend on scattered inboxes,
unsecured attachments, or internal
tools that were never designed for
external client experiences.
| Generic File Sharing Tools | With Clinked you can: |
| Email attachments | Share sensitive reports and documents through a secure investor portal |
| SharePoint | Give investors a branded, client-friendly experience |
| Google Drive / Dropbox | Control access with investor-specific permissions |
| Traditional VDRs | Support ongoing investor reporting and communication, not just one-off transactions |
| Manual follow-ups | Notify investors when new documents, updates, or reports are available |
FAQs
Here’s a quick overview of the questions asked most when choosing a M&A deal room.
Can’t find what you’re looking for?
Reach out to our lovely sales team: they’re real humans, exceptionally helpful, and ready to guide you.
Do clients need technical knowledge to use the app?
No. The Clinked mobile app is designed to be simple for clients to use. They can log in, access their portal, view files, respond to updates, and collaborate without needing technical setup.
Can accounting and financial advisory firms use the Clinked app?
Yes. Accounting firms, financial advisors, and professional services teams can use Clinked to provide clients with a secure branded portal for document sharing, approvals, communication, and project updates.
Is the mobile app secure for client communication and document sharing?
Yes. Clinked is designed for secure client collaboration, including protected file sharing, controlled access, user permissions, and secure communication inside the client portal.
Is the Clinked app available for iPhone and Android?
Yes. Clinked is available for both iOS and Android, making it easy for clients and teams to stay connected wherever they are.
What can clients do in the Clinked mobile app?
Clients can securely access documents, join discussions, receive updates, manage tasks, review project information, and collaborate with your team from their mobile device.
Can we have our own branded mobile app?
Yes. Clinked offers a branded mobile app so your clients can access your portal through an app that reflects your company’s brand, including your logo, colours, and branded experience.
Is the Clinked mobile app free to download?
Yes, the Clinked mobile app is free to download and use. You can access your client portal, collaborate with clients, share files, manage tasks, and keep projects moving directly from your phone.