Client Portal for Financial Advisors
Stop juggling emails, Google Drive links, and spreadsheets. ClientCove gives financial advisors a branded client portal where you share files, send invoices, and communicate with clients — all in one place.
Sound familiar?
Clients email sensitive financial statements and tax returns as unencrypted attachments — a compliance nightmare.
Annual review materials and financial plans are impossible for clients to find when they need them months later.
Onboarding new advisory clients requires collecting extensive personal financial data through insecure channels.
How ClientCove helps financial advisors
Secure file exchange with signed, expiring URLs keeps sensitive financial documents out of unencrypted email.
Permanent client portal where financial plans, review summaries, and investment reports are always accessible.
Secure file requests collect tax returns, account statements, and personal financial data with encryption.
Branded portal with your firm logo and colors builds trust and looks as professional as your advice.
Get started in 3 steps
Sign up
Create your free account in under a minute. No credit card required.
Set up your portal
Add your logo, brand colors, and create your first client project.
Share with clients
Send your client a magic link. They access their portal instantly — no login needed.
Ready to impress your clients?
Join thousands of financial advisors who use ClientCove to look professional and get paid faster. Plans start at $29/month.