The client portal your clients
secretly dream about.

Bespoke client portals, built with no-code.

Client portal development

Client portals are the ultimate solution for staying connected, organised, and in sync with your clients.

A new standard of client experience.

Everything your client needs (and more) in one place - streamlined communication, instant access to information, and an experience like no other that elevates satisfaction and fosters loyalty.

Lighten your agency's load.

Streamline your workflow by managing all client interactions on a single platform while implementing features designed to save your agency valuable time.

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How it works

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Artificial Intelligence

Harness the power of Open AIs Chat GPT to use in your dashboard.

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API Intergrations

Connect your businesses most used softwares right into the dashboard. (e.g Slack, Monday.com, Teams)

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Automations

Get tasks done in the click of a button with automations. (e.g invoices, marketing, onboarding emails.)

We built Your Portal

Pay a small one-time setup fee, and we’ll design and develop a client portal built around your needs.

Try It Free for Two Weeks

Onboard your team, explore the features, and see the portal in action - no ongoing charges during the trial.

Love It or Get Your Money Back

If you love your portal, simply continue with a monthly or annual plan. If not, we’ll refund your setup fee - no questions asked.

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256-bit AES encryption

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Advanced security standards

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Two-factor authentication

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Recommended stocks

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5% interest savings account

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AI-based trading

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Powered by no-code.

We use Bubble.io to build your custom portal, giving you all the benefits of bespoke software - without the usual headaches that come with traditional development.

Cost-effective

With no-code, development is faster and more efficient, making your custom portal more affordable.

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Flexible & Scalable

Your portal can be easily updated and adapted as your business grows, ensuring it remains flexible and scalable.

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Get in touch

We’d love to hear from you. Get in contact by filling in the form or shoot as an email.

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Frequently Asked Questions

Is my information secure in a client portal?

Yes, your information is secure in a client portal. Dashboard Daddy builds client portals using Bubble, a no-code development platform known for its strong security measures.

Bubble’s infrastructure includes robust data encryption, secure user authentication, and compliance with industry-standard security practices.

They also provide detailed security guidelines to ensure data protection, which you can review in Bubble’s Security Guide.

Additionally, we can implement extra security protocols tailored to your business needs, ensuring your data remains safe and confidential.

How much does a client portal cost?

A client portal with Dashboard Daddy starts with a one-time setup fee of £500–£1,000, which covers the design and development of your custom portal.

You’ll then receive a 2-week free trial, and if the portal doesn’t meet your expectations, you can receive a full refund.

After that, there’s a monthly retainer fee which starts from £100.

How do I know what features to implement?

Deciding what features to include in your client portal can be overwhelming, but that’s where Feature Daddy comes in.

Feature Daddy is our custom GPT designed to help you identify the most valuable features based on your agency’s needs.

Simply tell it your industry and what you’re looking to achieve, and it will recommend the exact features you need.

Can I implement AI and automations into my portal?

Yes, you can integrate AI and automations into your client portal. We offer advanced AI features, such as data analysis, predictive insights, and automated reporting, to enhance your portal’s capabilities.

Additionally, we can implement custom automations to streamline workflows, improve efficiency, and reduce manual tasks. These features are fully customisable, ensuring they align perfectly with your agency’s needs.

Can I add features to the portal later on?

Yes, you can add new features to your client portal at any time. Our portals are designed to be flexible and scalable, so as your business grows or your needs change, we can easily implement additional features.

How to get started

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1

Create your account

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2

Customize your profile

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3

Start earning money

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What our clients say

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“A truly next-gen trading app”

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Matt Cannon
VP of Marketing at Facebook
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“The best app for trading

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Matt Cannon
VP of Marketing at Facebook
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