Client Portal for Custodian Template

The Client Portal for Custodian Template provides a user-friendly interface to quickly and easily manage custodial accounts and portfolios. With comprehensive security features such as two-factor authentication and data encryption, the portal ensures your confidential data is safe and secure. Additionally, it offers users the ability to create and manage portfolios, assign custodians, manage accounts and review and approve transactions. The Client Portal for Custodian Template is the perfect solution for those looking for a reliable and secure platform for managing custodial accounts.

Client Portal

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Client Portal for Custodian Template

The Client Portal for Custodian Template is a one-stop solution for managing your custodial needs. It provides an intuitive, user-friendly interface to quickly and easily set up and manage custodial accounts and portfolios. The portal enables users to create and manage portfolios, assign custodians, manage accounts, and review and approve transactions. Additionally, the portal offers comprehensive security features such as two-factor authentication and data encryption to protect your confidential data. The Client Portal for Custodian Template is the perfect solution for those looking for a reliable and secure platform for managing custodial accounts.

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Client Portal for Custodian lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Client Portal for Custodian. Also, do not hesistate asking for help via our customer support chat if needed!

Build your Client Portal for Custodian today

Proceed with the template and have your portal ready in minutes.

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Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr

I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere.

Yohei Nakajima
General Partner, Untapped Capital

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