Build a client portal in 20 minutes. Without code.

Assemble tables, charts, stats, and forms with
drag and drop. Customise to your brand,
set your domain, and publish securely.

Allocation Summary12/12/2020Asset AllocationPERFORMANCEHOLDINGSCASHFLOWSMOVERSTRANSACTIONSEXPLAINERDOCUMENTSPROFILEASSET ALLOCATIONPortfolioSarup Banskota CapitalGeographySub-Asset ClassCurrencyCustodianAsset Class

I had to wait weeks, at times months, for our dev team to free up.

Today I can visually drop our UI components into a page and release features — all on my own, all online. Customers love our speed.

Tanmai Sharma

CEO at Canopy

Let’s get your client portal built.

Look professional, without compromise.
Your domain, your logo, your colors.
No weird embeds, no iframes, no 3rd party logos.
Pull your data, while staying compliant.
Your data stays never leaves your infra.
Your app hosted where your customer wants it.
Make every customer feel special.
Want a unique dashboard for each customer segment?
Do it yourself, without code.

Frequently asked questions

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