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Take your business to the next level

Fully branded and customisable, our white-label client portal app reinforces your brand identity while boosting client retention. Tailor the app to suit your business needs—featuring your logo, and preferred features—to give clients seamless access to everything they need, all in one place. It’s your app, your brand, your way. Available on the App Store and Google Play.

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Key benefits

Deliver experiences clients love

We provide a rich source of client information, including performance tracking, reducing the queries you receive. And clients can still access their online documents, reducing the paper they receive. Give your clients the access they expect, available on both mobile and web.

Accelerate with intelligent automation

Supercharge your processes with collaborative workflows that reduce process time by over 50%. Our DocuSign automation allows for both digital signatures and KYC ID verification to be done upfront, allowing yiou to instruct business as quickly as posible.

Help with promoting the benefits of our platform to your clients

When you recommend our platform, we want to make it as easy as possible for your clients to say ‘yes.’ We’ve developed some support material you can use with your clients to make this happen.

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Product Types

Pensions

  • 24/7 access to view, plan and manage all pensions in one place
  • Find lost pensions and transfer other policies to view on your app
  • Withdraw

 

Investments

  • 24/7 access to your investments
  • Check how investments are performing
  • Start new or add to - investments, via the app
  • Nickname savings pots

 

 

 

Insurance

  • 24/7 access to insurance policies
  • Use of calculators and financial tools to plan next steps
  • Instant quotes
  • Online application with intergrated DocuSign

Your brand on every clients phone

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What your clients see

Access information on their multiple policies

By offering a single, transparent view of all their policies, you build trust and enhance customer loyalty.

Capability to connect

Boost lifetime value through increased engagement by providing actionable management of client policies alongside intelligent automations to stremline the process.

Your App

Having your own app positions you as your customers’ trusted hub for managing all their financial needs. It not only sets you apart from the competition but also reinforces your credibility.
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Got questions? We've got answers

Product Types

Pensions

Investments

Savings

Insurance

Company

Pricing

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Customer accout guide

Advisor registration

support@clientportal.ie

How quickly can I be up and running?

It typically takes 3-4 working days from the first onboarding call to get you set-up. Our team tailors the process to your specific needs and provides trianing while the app is getting set-up to ensure you're ready for launch!

How much does the software cost?

Our white label app with DocuSign automation and comprehensive fund centre intergration costs just €280 per month. 

Can someone set up the software for me?

Of course! Our onboarding specialists handle all the heavy lifting for you, ensuring a smooth and seamless setup in as little as 3 days. We’ll take care of the details, so you can stay focused on what matters most—running your business.

How much support will I get?

We provide a fully supported service during typical business hours and will respond as soon as possible, often within hours of the enquiry raised.

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