CLIENT PORTAL
The client portal that puts
your brand first
Simplify the way you work with clients. Amplify’s customizable Client Portal lets you deliver a tailored, branded experience that puts your clients’ financial picture at their fingertips. No more clunky legacy systems—just seamless, secure access to what matters most.
Make it yours, from start to finish
- White-label the portal to match your brand with full customization options. Drag, drop, and design the layout that works for you and your clients.
- Tailor the experience to fit your style: advisors can choose to show performance, sectors, transactions, or leave certain details hidden—it’s all in your control.
- Onboard clients with ease using auto-generated email invitations.
Empower clients, streamline communication
- Share a customized view with clients, serving as a foundation for productive conversations, whether it’s detailed performance, transaction history, or a simplified overview.
- Share, receive, and store documents securely—all in one place.
- Offer clients a transparent, mobile-friendly, and modern way to engage with you.
Convenience, confidence, and collaboration for you and your clients
With Amplify’s Client Portal, you’re giving your clients more than just access to their financial information—you’re providing convenience and reinforcing the value of your advisory services in a sleek, modern way that builds trust and boosts satisfaction.