Investment Management Client Portal Software

By | June 30, 2022

Clinked Makes It Easy

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

Deliver More & Better To Your Clients

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

Clinked Features For Investment Management Client Portal

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

Project management solution allows effortless file sharing

Data security

Protect sensitive data with Bank-grade level security.

Project management solution aids on demand audit trails

Audit trails

Track actions & logins for all content & visualise activity.


Communicate in chat, annotate documents & use @mentions to build strong relationships

Project management solution aids efficient task management

Task & event management

Manage tasks & calendar events across team & clients to drive transparency & productivity


Incorporate existing internal workflow & tools with our Zapier integration & 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?

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.

Let’s talk about your requirements

What is a client portal?

So we’ve heard of a client portal, but what exactly is it & how can my business use one?

Read now

Clinked client success stories

Find out how Clinked’s customers use their client portal to deliver more to their clients.

Read now

The human error side of business

90% of data breaches are caused by human error. Time for change?

Read now

Investment Management Client Portal Software


Posted by:

Leave a Reply

Your email address will not be published.