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The best white labeled client portals for financial advisors
Give clients one secure, branded place to submit paperwork, sign agreements, and stay connected between reviews.
Powering 20,000+ client portals every month
Everything a client needs, in one branded portal
Every document, one secure place
Account applications, risk questionnaires, and signed agreements live in one encrypted portal instead of email attachments.
No account, no password
Clients open their portal through a secure magic link.
The same intake, every new client
Build your new-client paperwork once and reuse it for every relationship you open.
A portal built around how clients actually work with you
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"LaunchBay client portals give us a level of credibility our competitors don't have. Our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."
Mariah Gates
Accelerated Automation
Keep exploring LaunchBay's features
Unified Inbox
Manage every client conversation from one inbox. Internal notes, @mentions, and client-facing messages all tied to the right project.
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Automations
Pair your portals with automated workflows that trigger tasks, messages, and follow-ups when deals close or milestones are reached.
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Templates
Turn onboarding processes into reusable templates and ensure your team's A-game is brought every time.
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Frequently Asked Questions (FAQs)
How is a client portal different from emailing documents back and forth?
Everything, applications, disclosures, signed agreements, lives in one encrypted portal instead of scattered email attachments. Nothing gets lost in a thread.
Can clients sign advisory agreements and disclosures through the portal?
Yes. E-signature is built in, so agreements and required disclosures can be sent and signed in the same place clients submit their paperwork.
Do clients need to create an account?
No. Clients access their portal through a secure magic link, no password to set up or remember. Password-protected portals are available on Premium.
Can the portal be branded to our firm instead of LaunchBay?
Yes. Add your logo, colors, and firm name on any plan. On Premium, use your own domain and remove all LaunchBay branding entirely.
Can we reuse the same new-client paperwork for every client?
Yes. Save your account-opening checklist as a template and apply it to every new relationship, so nothing gets missed.
