Client Portal for Financial Services, Advisors, Planners & Wealth Management

All-in-One Business Software for all your needs

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A Client Portal securely connects you to your Wealth Management Clients

Using a secure client portal software gives Financial Planners, Advisors & Managers a professional way to connect to your clients. Each one of your clients receives a unique login, which gives you the power to display to each client exactly what you want them to see, without compromising the data or experience of any other client.

If each client needs access or updates to documents or a set of documents, you can control that visibility to make sure that they are viewing the correct content. You can create custom dashboards to update the progress of their matter, display a timeline of the events/notes, embed PDFs, link PDFs, or whatever content you need to relay.

Secure Messaging keeps correspondence secure & organized

Use the built-in and encrypted messaging functionality to send and acquire messages to your clients in a way they may be tracked, happens directly inside the portal, and doesn’t suffer from the lack of confidence and unreliability of electronic mail. Moreover, through the usage of the messaging characteristic, you make certain that there is accountability in that no messages are lost, and you could make sure that the recipient has seen the messages you have sent.

Getting the documentation you need is simple & efficient

If you need to request financial documents or statements from a client, you can use the powerful File Request feature, which allows you to initiate the request, designate which folder the requested files will be uploaded into, and sends you notifications every time the client fulfills one of your File Requests.

Create Custom Dashboards to display Financial Information

When your clients log in, you can show them a custom Dashboard that will reflect their name, personal information, and any court cases or legal matters that they have underway with your wealth / financial management firm. You can make available the necessary details about these matters. If there are any additional data collection forms or PDFs that need to be associated, you can easily share those with the client from right inside the portal.

100% White Label maintains your Brand Continuity!

When you ask your clients to create an account and login to a software platform that is obviously not YOU, you then introduce an element of mistrust and apprehension. SuiteDash give you the ability to completely “White Label” brand the environment (from the login page, to the email notifications, to the logged-in environment) in a way that the client will never know or even think about the source of the software. All they will know when they are using your White Label Branded Client Portal is how impressed they are with how professional you look, and how secure they feel when they login to your portal.

Your clients will feel right at home in your professional & secure Branded Client Portal

Create your White Label Branded Client Portal, and give your clients a seamless experience that compliments your branding.  Using our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.

Capability to create a custom URL

We even provide an automated tool that will allow you to map your own domain name to your Portal so that even the SuiteDash URL will be replaced with yours. Notice in this example that even the Title tag and the Favicon have been customized, and this is easily done using the SuiteDash interface. See an EXAMPLE HERE. This level of White Label Customization is unparalleled in the software world, and gives your Client’s a truly authentic and secure experience as they interact with your brand.

Fully Customizable Email Notifications

Creating branded emails has never been easier. Quickly add your company’s logo, change the layout to your colors and even add your social media profiles. You can continue the branding throughout the layout and design of the email notifications with the subject line, body text, and footer along with being able to change your ‘From’ name and ‘From’ email to better fit your company.