Client Portals & Dashboards in Zürich
Transform client relationships and business insights with secure portals and intelligent dashboards
Client Portals & Dashboards in Zürich City Center
Modern clients expect 24/7 access to their data, real-time insights, and self-service capabilities. AETHER Digital builds custom client portals and business intelligence dashboards that transform how Zürich businesses serve their clients and leverage their data.
For client-facing portals, we create secure, white-labeled platforms where clients access their information, track project progress, review documents, communicate with your team, and manage their account—all within your brand experience. Perfect for financial advisors providing portfolio access, agencies sharing campaign performance, consultants delivering project updates, or any B2B service requiring client collaboration.
For internal dashboards, we build comprehensive business intelligence solutions that aggregate data from multiple sources, visualize key metrics in real-time, and provide actionable insights. From sales dashboards to operational metrics, financial reporting to marketing analytics—we turn raw data into strategic advantage.
Serving Zürich's financial services, consulting firms, marketing agencies, legal practices, and B2B companies, we understand the need for security (client data protection), usability (non-technical users), and actionable insights (not just pretty charts).
Every portal includes role-based access, secure authentication (including 2FA), encrypted data transmission, comprehensive audit logging, and mobile-responsive design ensuring access from anywhere.
Primary financial center, headquarters of major banks, insurance companies, and tech firms
- ✓Financial advisors and wealth managers in Zürich
- ✓Professional services firms (consulting, legal, accounting)
- ✓Marketing and creative agencies
- ✓Property management and real estate
- ✓B2B SaaS companies needing customer dashboards
- ✓Project-based businesses requiring client collaboration
- ✓Healthcare providers (GDPR-compliant patient portals)
Benefits for Zürich City Center Businesses
Enhanced client satisfaction with 24/7 self-service access
Reduced support workload with automated client information
Real-time data visualization from multiple sources
Secure document sharing and collaboration tools
Automated reporting and scheduled email updates
White-label branding matching your corporate identity
Mobile-responsive for on-the-go access
Integration with CRM, project management, and business systems
Our Process
Discovery & Requirements
Understand client needs, identify data sources, define user roles, determine key metrics to display, and establish integration requirements with existing systems.
UX/UI Design & Branding
Create intuitive interface designs with your branding, focusing on user experience and data clarity. Design responsive layouts that work perfectly on all devices.
Development & Integration
Build portal with secure authentication, integrate data sources (APIs, databases, files), develop visualizations, implement features, and create admin controls.
Testing & User Validation
Test with real users, refine based on feedback, ensure security and performance, validate data accuracy, and optimize user flows.
Launch & Training
Deploy portal, train your team and clients, create help documentation, establish support procedures, and provide ongoing optimization.
What You Receive
Client Portals & Dashboards in Other Areas
Frequently Asked Questions
What data sources can you integrate with?
We integrate with virtually any data source: databases (PostgreSQL, MySQL, MongoDB), APIs (REST, GraphQL), SaaS platforms (Salesforce, HubSpot, Google Analytics), file systems (CSV, Excel, JSON), and custom internal systems.
Can clients access the portal on mobile devices?
Yes, all portals are fully responsive and optimized for mobile devices. We can also develop native iOS/Android apps for enhanced mobile experience if needed.
How do you ensure client data security?
We implement enterprise security: encrypted connections (TLS 1.3), secure authentication with 2FA, role-based access controls, data encryption at rest, comprehensive audit logging, and regular security updates.
Can we white-label the portal with our branding?
Absolutely! We create fully white-labeled portals matching your brand guidelines including colors, logos, fonts, and design language. Clients see your brand throughout their experience.
What happens if our data sources change or we add new systems?
We build flexible integration architectures that accommodate changes. Adding new data sources or modifying existing integrations is straightforward. We provide ongoing support for integration updates.
Can we control what each client or user sees?
Yes, we implement granular role-based access control. You can define what data, features, and documents each user role or individual client can access. This includes row-level security for sensitive data.
Do you provide training for our team and clients?
Yes, we provide comprehensive training including admin training for your team, user guides for clients, video tutorials, and optional live training sessions. We also create help documentation within the portal.
Ready to Get Started? in Zürich City Center?
Let us help your Zürich City Center business dominate the digital landscape. Contact us today for a free consultation.