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CLUSTER PORTAL-INFORMATION-CLIENT · 21 ENTRIES · EARLIEST ENTRY 2026-06-11

Investor and financial client portals

This cluster comprises 18 web-based portals and websites for investment management, investor relations, financial advisory, and client dashboards, often featuring role-based access, document management, and workflow support. Dated entries before the index start are sparse and irregular, appearing in isolated months from February 2025 through June 2026, with no discernible trend. Traction leadership is held by RoyalSquarePortal with a 4-star activity signal.

Entry timeline

ENTRY TIMELINE

JUN 2026: 1AUG 2026: 11SEP 2026: 7OCT 2026: 2
JUN 2026OCT 2026

Each bar is the month a member carries, which is a creation date where the source published one and a crawl date otherwise. Nothing in the index was found before 11 August 2026, and coverage broadened sharply on 14–15 August, so a bar from then on reports how much we found that month, not how much was built; an earlier bar reports how far back a member's own source dated it — not how long we have been watching.

Members by activity

Activity signals, not revenue.

Build origin · 10 ai-built · 10 unlabelled

Operator · 1 hobby · 9 commercial · 10 unlabelled

Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 20 listed below. Unlabelled means nothing has decided yet — not that the answer is small.

  1. 01RoyalSquarePortal4★18 days—hobbyPortal for South African financial-advice operations that guides clients and advisers through workflows, forms, evidence, and audit trails to reduce administrative work.
  2. 02expro-sm0★4 daysliveAdmin portal for managing investor installment schedules, payment links, receipts, and reports.
  3. 03sebi-advisor-solution0★2 daysliveWealth advisory platform that helps SEBI-registered investment advisers manage client portfolios and meet fiduciary obligations.
  4. 04odara0★1 moliveai-builtcommercialWebsite for an investment capital firm that presents its services and allows client engagement.
  5. 05mystic-pulse-vision0★1 mo—ai-builtWebsite that presents financial content and broker information for a capital firm, with responsive navigation and legal disclosures.
  6. 06investment-site0★20 days—Web application for an investment member portal and marketing site, with authenticated login and admin management for member data.
  7. 07bridgeline-partners-web0★1 moliveCompany website with a public showcase and an authenticated investor portal for viewing opportunities, portfolio, and documents.
  8. 08financialdevelopmentcenter0★28 daysliveWebsite for a financial development center that provides financial education and guidance to clients.
  9. 09vyomma-website0★1 mo—ai-builtcommercialPartner portal website that gives financial advisors and partners access to company resources and services.
  10. 10acf-deal-hub0★2 mo—Integrated platform for investment firms to manage financial mandates, deal pipelines, investors, and data rooms through role-based portals.
  11. 11modern-advisor-portal0★4 mo—ai-builtPortal for financial advisors to manage client information and provide advice.
  12. 12Secure Document Upload | Authentikos Advisory0★unknownliveai-builtcommercialSecure portal for clients to upload financial documents to an advisory firm with encryption.
  13. 13Mount Capital0★unknownlivecommercialWebsite for a private investment manager and non-bank lender that structures capital solutions for investors and borrowers.
  14. 14African Creative Investments — Client & Quote Portal0★unknownliveai-builtcommercialClient portal letting business partners view investment programme quotes, confirm bookings, and approve pricing online.
  15. 15Auzza Capital Portal0★unknownliveai-builtcommercialWeb portal for financial engineering, cross-border tokenization, and wealth planning services.
  16. 16Advisors Hub — Client Acquisition for Mid-Size RIAs0★unknownlivecommercialWeb platform that helps mid-size investment advisory firms improve client acquisition efficiency and grow assets under management.
  17. 17Scalelabs Accounting Client Portal0★unknownliveai-builtcommercialClient portal and dashboard for accounting firms to manage client information and financial interactions.
  18. 18MarketSpace Capital Investor Portal0★unknownliveai-builtInvestor portal that lets clients access capital markets information, monitor portfolios, and manage accounts online.
  19. 19Cash Flow Financeira0★unknownlivecommercialWebsite offering financial management, investment attraction, and consulting services to help businesses grow in the market.
  20. 20The B2B Stack — Members Portal0★unknownliveai-builtWeb portal that gives B2B marketers access to marketing tools, buyer signals, and expert guidance.

Ranked by traction, highest first, and paged 20 at a time — this is a window on the cluster, never the whole of it. Ties are broken by a stable id so a product cannot appear on two pages or fall between them. Browse every cluster.