Clinked
Clinked is a white-label client portal and document management software that helps you securely share files, manage projects, and collaborate with external clients in a branded environment.
InvestCloud
InvestCloud provides a cloud-native financial platform that helps you digitize wealth management operations through modular apps for client communication, planning, and personalized portfolio management across the entire investment lifecycle.
Quick Comparison
| Feature | Clinked | InvestCloud |
|---|---|---|
| Website | clinked.com | investcloud.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $95/month | Custom Pricing |
| FREE Trial | ✓ 10 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2010 |
| Headquarters | Cambridge, UK | West Hollywood, USA |
Overview
Clinked
Clinked provides a secure, centralized space where you can collaborate with your clients and team members without the clutter of email chains. You can set up branded portals that match your company identity, giving your clients a professional experience while keeping sensitive data protected. It simplifies how you manage documents, track project progress, and communicate through a single, organized platform.
You can use the software to streamline workflows by assigning tasks, setting deadlines, and sharing real-time updates. It is particularly effective for professional services like legal, financial, and consulting firms that handle confidential information. By consolidating your tools into one white-label environment, you reduce administrative overhead and improve client transparency across all your active engagements.
InvestCloud
InvestCloud is a modular platform designed to transform how you handle wealth management and investment operations. Instead of dealing with fragmented legacy systems, you can access a library of over 300 specialized apps to build a custom digital experience for your clients and advisors. You can manage everything from initial digital onboarding and financial planning to complex portfolio accounting and performance reporting within a single unified ecosystem.
The platform focuses on helping you scale your business by automating back-office tasks and enhancing client engagement through intuitive digital portals. Whether you are an independent advisor or a global institutional bank, you can select specific functional modules to solve immediate bottlenecks or deploy the full suite for a complete digital transformation of your financial services delivery.
Overview
Clinked Features
- White-Label Branding Apply your own logo, colors, and custom URL to create a professional portal that looks like your own software.
- Secure File Sharing Upload and organize documents with bank-grade encryption and granular permissions to control exactly who sees what.
- Project Management Track milestones and assign tasks to your team or clients to keep every project moving forward on schedule.
- Real-time Chat Communicate instantly with individuals or groups through secure instant messaging to get quick answers without sending emails.
- Smart Search Find any document or discussion instantly with a powerful search tool that scans through file content and metadata.
- Mobile App Access Stay connected on the go with native iOS and Android apps that let you manage your portal from anywhere.
InvestCloud Features
- Digital Onboarding. Streamline your client acquisition with automated document collection and digital signatures to get new accounts opened faster.
- Client Portals. Provide your clients with high-end mobile and web dashboards where they can track performance and interact with their portfolios.
- Financial Planning. Create interactive goals-based plans and stress-test scenarios to help your clients visualize their long-term financial future.
- Portfolio Accounting. Automate your back-office operations with real-time accounting, trade processing, and multi-currency support across all asset classes.
- Performance Reporting. Generate clear visual reports that show your clients exactly how their investments are performing against relevant benchmarks.
- Relationship Management. Track every client interaction and preference in a specialized CRM built specifically for the needs of wealth managers.
Pricing Comparison
Clinked Pricing
- Up to 5 users
- Unlimited clients
- 50GB storage
- Standard branding
- Bank-grade security
- Mobile app access
- Everything in Essentials, plus:
- Up to 15 users
- 250GB storage
- Full white-labeling
- Custom domain (URL)
- Priority support
InvestCloud Pricing
Pros & Cons
Clinked
Pros
- Professional white-labeling makes your business look more established
- Intuitive interface is easy for non-technical clients to navigate
- Highly secure environment for sharing sensitive financial or legal data
- Centralizes all client communication in one searchable location
Cons
- Starting price is higher than basic cloud storage tools
- Mobile app customization options are limited on lower tiers
- Initial setup of folder structures can take some time
InvestCloud
Pros
- Highly customizable modular architecture fits unique workflows
- Modern and professional user interface for clients
- Consolidates multiple legacy systems into one platform
- Strong mobile capabilities for advisors on the go
Cons
- Implementation process can be lengthy and complex
- Significant learning curve due to vast feature set
- Customization options may require dedicated internal support