Client Portals & Data Dashboards
Secure, branded client portals and analytics dashboards for better customer experience and business insights
Overview
Modern clients expect 24/7 access to their information and self-service capabilities. AETHER Digital builds custom client portals and business intelligence dashboards that improve client satisfaction while reducing your team's workload.
Our client portals provide secure, branded environments where your clients can access documents, view real-time data, manage their accounts, submit requests, and communicate with your team. Combined with powerful data visualization dashboards, you gain actionable insights into business performance, client behavior, and operational metrics.
Whether you're a professional services firm providing client access to reports and documents, a financial advisor offering portfolio dashboards, or any business that manages client data, our custom portal solutions enhance the client experience while improving your operational efficiency.
- ✓Professional services (law, accounting, consulting)
- ✓Financial advisors and wealth management
- ✓Marketing agencies managing client campaigns
- ✓Property management and real estate
- ✓Healthcare providers and medical practices
- ✓Insurance companies and brokers
Key Benefits
Improved client experience and satisfaction scores
24/7 self-service client access reducing support burden
Reduced support workload and operational costs
Real-time data visualization and business intelligence
Secure document sharing and collaboration
Automated reporting and notification systems
Mobile-responsive design for access anywhere
White-label branding options matching your identity
Our Process
Requirements Gathering
Understand client needs, data sources, user roles, key metrics to display, workflow requirements, and integration points with existing systems.
UX/UI Design
Create intuitive interface designs focused on user experience, data clarity, brand consistency, and easy navigation for both clients and administrators.
Development & Integration
Build portal with secure authentication, integrate data sources, develop visualizations, implement features, and ensure mobile responsiveness.
Testing & Refinement
Test with real users, refine based on feedback, ensure security and performance, validate data accuracy, and optimize user experience.
Launch & Training
Deploy portal, train your team and clients, provide documentation, implement analytics, and provide ongoing support and enhancements.
What You Receive
Client Portals & Dashboards in Your Area
Frequently Asked Questions
How secure are client portals for sensitive data?
Security is our top priority. We implement SSL encryption, secure authentication (including 2FA options), role-based access control, activity logging, regular security audits, and compliance with GDPR and Swiss data protection laws.
Can you integrate with our existing systems?
Yes, we integrate with various systems including CRMs (Salesforce, HubSpot), accounting software (Xero, QuickBooks), databases, APIs, file storage (Dropbox, Google Drive), and custom applications.
What types of data can be visualized in dashboards?
We can visualize any data: financial metrics, sales performance, marketing analytics, operational KPIs, client activity, project progress, inventory levels, and more. Visualizations include charts, graphs, tables, maps, and custom widgets.
Can clients access the portal on mobile devices?
Absolutely. All our client portals are fully responsive and work seamlessly on desktop, tablet, and mobile devices with optimized interfaces for each screen size.
How do you handle different user roles and permissions?
We implement granular role-based access control allowing you to define what each user type can see and do. For example, administrators get full access, while clients see only their own data and permitted actions.
What ongoing maintenance is required?
We provide initial support and can offer ongoing maintenance contracts covering updates, security patches, feature enhancements, and technical support. Many portals require minimal maintenance after launch.
Ready to Get Started?
Let's discuss your project and see how we can help you achieve your digital goals.
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