White Label Client Portal

Client portal in your own company name and url

Still sending spreadsheets and chasing clients for responses? With a custom-branded Client Portal in your own company name and url, you'll eliminate spreadsheet headaches and effortlessly receive faster client responses. Simplify collaboration, reduce your workload, and deliver a professional, streamlined experience your clients will appreciate in under your own Company brand.

Get client responses fast with automated follow-ups

• Eliminates manual follow-ups on outstanding client requests.
• Automatic scheduling of requests and reminders.
• Instantly reminds clients of pending items in their portal.
• Reduces delays and improve client response times.
• Saves countless hours previously spent chasing responses.

Centralize all client communication in one secure location – Integra Balance

• Eliminates the hassle of managing multiple communication channels.
• Provides clients with one seamless, centralized portal in your company name.
• Automatically collects client responses, reports, receipts, and statements securely.
• Provides unlimited, secure file storage.
• Streamlines collaboration to prevent missed messages.
• Enhances overall client satisfaction with an intuitive, powerful solution.