Client Portal

Build energy trading customer portal software

Monitor real-time trades and track settlements in an AI-powered portal built with AI to fit your energy trading team's workflow.

Screenshot of an energy trading customer portal interface featuring a real-time market data dashboard, trade execution history lists, contract status indicators, and secure login navigation.
energy trading customer portal software mobile ui
Loved by 1 million+ teams around the globe
Data Management

Unify your energy trading data in real time

Connect settlement spreadsheets, trading systems, and market data with real-time sync—or manage everything in Softr Databases. Create one source of truth for your business.

Explore all data sources
Power

Give every user a custom, secure experience.

Give each trader and client the right views and access in a branded portal. Set up secure logins, user groups, and granular permissions in minutes.

Image

Easy, secure logins

Trading apps are mobile-ready by default. Access market positions or approve trades on the go via a downloadable PWA—no extra design needed.

Image

Works on any device

Trading apps are mobile-ready by default. Access market positions or approve trades on the go via a downloadable PWA—no extra design needed.

Image

Automations

Build native automations with Softr Workflows to handle trade notifications, status updates, and settlement alerts automatically whenever records change.

Image

User groups

Provide separate logins for internal traders and external clients, ensuring each group only sees the specific contracts and dashboards they need.

Image

Advanced permissions

Apply rules for traders and managers. Customize who sees specific trade volumes and which settlement actions they can take at a granular level.

Image

Security

Protect energy market information and trade secrets from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building energy trading customer portal software

Easy, fast setup

Build your trading portal in minutes with AI—no manual configuration or lengthy dev cycles needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add trade notifications, discrepancy analysis, or custom dashboards as your trading volume grows.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with a portal, then add team dashboards and internal reporting—all in one place, with no extra tools.

How it works

Generate a custom trading portal with AI in minutes

Co-build with AI

Simply describe what you need. Let Softr handle everything - Interface, database, workflows.

Iterate with AI or visually

Control most critical parts of your app yourself - roles, permissions, security.

Ship the same day

Invite team members or external clients and partners right away. No developer handover.

Customer Love

The go-to platform for business operations

Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.

Frequently asked questions

What is an energy trading customer portal software?
What are the benefits of building energy trading customer portal software with Softr?
What types of features can I build into my energy trading customer portal software?
How can I "vibe code" energy trading customer portal software with Softr?
Can I manage multiple counterparty types or trading teams in the same software?
Can I use Softr if I don't already have my trade data in another tool?
Which data sources does Softr support for energy trading software?
Can I customize the user experience and permissions for different trading partners?
Can I white-label my energy trading customer portal software to match my firm's brand?
Can I customize the design and layout of my trading portal?
How secure is the sensitive trade data stored in Softr?
Is the AI-generated energy trading software production-ready or just a prototype?
How is Softr different from other no-code tools for the energy sector?
Can I automate trading workflows and integrate with other market tools?

Related use cases

Build your energy trading portal in minutes

Describe your trading workflow. Softr's AI builds your custom customer portal app in minutes.