Open data, open opportunities…
Choose your Tier.
Save 20%
Essential
All policies in one place…
By offering a single, transparent view of all of your customers policies, you build trust and enhance customer loyalty
Clients can access information on their multiple policies
Get the data feeds direct from the Life companies
You get a fully supported service
Extra value through policy linking
€299/ per month
Minimum term: 1 month
Most Popular
Ultimate
Everything in Essential, plus….
Give your brand the spotlight—your logo, your identity—delivering a seamless, professional experience your clients will trust
White-label App with customisable logo
Go High Level CRM & Marketing Integration
E-campaign automation
Interactive tools and calculators to support smarter financial planning
€449/ per month
Minimum term: 6 months
Enterprise
Everything in Ultimate, plus…
Power your brand with the features you want—enterprise-grade performance, your identity front and center.
DocuSign digital signature and KYC ID verification automation
Add features as you grow
CRM integrations (e.g., Salesforce, HubSpot)
Custom workflows & automation
€679/ per month
Minimum term: 12 months
Essential
All policies in one place…
By offering a single, transparent view of all of your customers policies, you build trust and enhance customer loyalty
Clients can access information on their multiple policies
Get the data feeds direct from the Life companies
You get a fully supported service
Extra value through policy linking
€2,990/ per annum
Most Popular
Ultimate
Everything in Essential, plus….
Give your brand the spotlight—your logo, your identity—delivering a seamless, professional experience your clients will trust
White-label App with customisable logo
Go High Level CRM & Marketing Integration
E-campaign automation
Interactive tools and calculators to support smarter financial planning
€4,490/ per annum
Enterprise
Everything in Ultimate, plus…
Power your brand with the features you want—enterprise-grade performance, your identity front and center.
DocuSign digital signature and KYC ID verification automation
Add features as you grow
CRM integrations (e.g., Salesforce, HubSpot)
Custom workflows & automation
€6,790/ per annum
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
Savings & Investments
- 24/7 access to your savings & investments
- Check how investments are performing
- Start new or add to - investments, via the app
- Nickname savings pots
Get started in 3 simple steps
Step 1
Book your demo
Book a quick demo to see the platform in action and explore the features and pricing options best suited to your business.
We’ll walk you through the client experience, app interface, onboarding journey, and integrated CRM—designed to complement your existing system while capturing valuable insights and supporting your marketing efforts.
The session lasts around 45 minutes and can be held via Zoom, Microsoft Teams, or Google Meet.
Step 2
Tailored set-up
Once you’ve selected your tier, we take care of the full setup—getting everything configured and ready for you to go live.
Setup timelines are quick and efficient:
- Essentials – Ready in as little as 1 day, with your data sources connected and displayed.
- Ultimate – Typically completed within 3 days, including full brand integration, CRM setup, core workflows, automated emails, and training.
- Enterprise – Delivered in around 5 days, with advanced API integrations, DocuSign automation, and fully customised workflows.
Step 3
Launch & grow
Once everything is set up, you’re ready to go live.
Start inviting clients, showcasing your branded app, and delivering a more engaging, streamlined experience from day one. With powerful tools, built-in marketing capabilities, and expert guidance, you’ll be equipped to strengthen relationships and drive new opportunities.
We also provide dedicated training and ongoing support, ensuring you and your team feel confident using the platform and getting the most from it as your business grows.
Product Types
Company
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?
Packages start from just €299 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.
© Copyright 2026 clientportal.ie