The best white labeled client portals for financial advisors

White-labeled, loginless client portals

The client portal is branded to your practice, with your logo, colors, custom domain, and favicon, so your client lands in something that feels like a natural extension of your firm, not another vendor tool they have to figure out.

Stop chasing clients for paperwork

The slowest part of opening a new account is waiting on signatures and forms. LaunchBay shows each client exactly what's still outstanding, then sends automated reminders and follow-ups so you're not the one chasing, nudging clients until every document is complete.

Secure file sharing, collected automatically

Clients upload account applications, risk questionnaires, and signed agreements through an encrypted portal, not email attachments. Request specific documents with an automated checklist, and every file stays tied to the right client relationship.

Keep clients and your team updated automatically

Clients see a real-time Progress Tracker in their portal, so they always know where their paperwork or review stands. Behind the scenes, your team gets reporting across every client relationship, so blockers, bottlenecks, and delays surface before they become a problem.

A template for every new client relationship

Account applications, risk questionnaires, advisory agreements: build the checklist and portal structure once, and reuse it for every new client you bring on.