Best white label client portal software in 2025

‍

Key takeaways: The top white label client portals for 2025

• Moxo is the clear winner: Only platform combining enterprise-grade workflow automation, complete mobile white-labeling, and SOC 2 compliance; delivering 50% faster client onboarding and 43% increase in process completion rates
• Copilot works for basic needs: Simple no-code setup, but lacks advanced workflow automation and mobile app white-labeling depth
• SuiteDash trades features for price: Affordable all-in-one platform, but limited workflow capabilities compared to Moxo's sophisticated automation
• Clinked focuses on security only: Strong compliance features, but basic workflow automation compared to Moxo's comprehensive solution

The client portal chaos is real (and expensive)

Your clients are drowning in email chains. Documents get lost between Slack, Dropbox, and their inbox. Important approvals sit buried for days because nobody knows who's responsible for what.

This isn't just frustrating; it's killing your business. Deloitte research indicates that 88% of customers who trust a brand are likely to make a repeat purchase, highlighting the importance of consistent brand experiences for retention. When clients experience consistent, professional branding throughout their journey, they develop stronger confidence in your organization.

White label client portal software fixes this by centralizing everything under your brand. No more sending clients to various platforms; instead, you build trust, streamline communication, and deliver a consistently excellent experience all under your brand identity.

Here's exactly which platforms deliver the best white label experience in 2025, based on user reviews, feature depth, and real-world implementation results.

‍

What is white label client portal software

It’s like putting your brand on a finished product. Your clients encounter your logo, colors, domain name, and messaging throughout their entire experience. 

Core white label features include:

• Custom branding: Upload your logo, set brand colors, customize themes
• Custom domains: clients.yourcompany.com instead of yourcompany.platformname.com
• Mobile app branding: Your company name in app stores with your branding
• Email customization: All notifications come from your domain with your templates

Why businesses need white label client portals

Trust and professionalism matter more than ever. Research from Deloitte shows that 88% of customers who trust a brand will buy again, making consistent brand experiences critical for retention. When clients experience consistent, professional branding throughout their journey, they develop stronger confidence in your organization.

Common pain points solved

• Email chaos: Stop losing important client communications in overflowing inboxes
• Version control nightmares: End the "which version is final?" confusion with centralized document management
• Approval bottlenecks: Eliminate delays when stakeholders can't find approval requests
• Security concerns: Meet compliance requirements with audit trails and secure access controls
• Client drop-offs: Reduce project abandonment with transparent progress tracking

Business benefits

• Increased client retention: Branded experiences feel more professional and trustworthy
• Operational efficiency: Centralized workflows reduce manual coordination by up to 60%
• Scalability: Handle more clients without proportionally increasing staff
• Revenue protection: Secure processes reduce compliance risks and liability
• Competitive advantage: Stand out with a seamless, branded client experience that competitors can’t match

Detailed platform comparison

1. Moxo: The complete white label solution 

Best for: Any business serious about professional client experiences, workflow automation, and brand building

Moxo doesn't just lead in enterprise features; it's the only platform that delivers the complete package. While competitors force you to choose between ease of use, advanced features, or comprehensive branding, Moxo provides all three.

Why Moxo wins:

• Only platform with complete mobile white-labeling: Full iOS and Android app customization, not just web portals
• Most advanced workflow automation: Visual process builder with native integrations that competitors can't match
• Strongest security and compliance: SOC 2 Type II, GDPR, plus audit trails that satisfy the most demanding requirements
• Proven enterprise results: 50% faster onboarding, 43% better completion rates with major clients like Scotiabank and FIS
• Comprehensive integration options: APIs, SDKs, and embedding capabilities for seamless business integration

White-label capabilities (industry-leading):

• Complete mobile app branding (App Store listings, splash screens, icons)
• Custom domains and subdomains with full SSL
• Advanced email template customization and automation
• Branded client dashboard themes with drag-and-drop customization
• SDK integration for embedding into existing business systems
• AI-powered client communication under your brand

Pricing: Book a demo to get custom pricing for your business needs.

Real user feedback: "Moxo has revolutionized how we communicate with clients. Instead of sending multiple emails… we now have all our communication organized and easily searchable." — Chad Stewart, CPA & Accounting Manager, Shields Tax & CPA 

“We’ve got so many more opportunities for growth and for scalability and access and better customer experience… None of that would have been possible at the rate and at the scale that we’re doing it without Moxo.” — Amanda Luton, Vice President of Production, Supply Chain Now

Best use cases:

• Any business wanting the most professional client experience possible
• Companies needing sophisticated workflow automation beyond basic task management
• Organizations requiring enterprise-grade security without sacrificing usability
• Businesses wanting complete brand control, including mobile apps

2. Copilot: Good for basic agency needs

Best for: Small agencies needing simple setup, but lacking advanced features

Copilot shines in its ease of use, but it falls short of Moxo's comprehensive capabilities. While quick to deploy, it lacks the workflow depth and mobile white-labeling that modern businesses need.

Key limitations 

• No mobile app white-labeling: Web portal branding only, missing the complete brand experience Moxo provides
• Basic workflow automation: Simple task management, not the sophisticated process orchestration Moxo offers
• Limited enterprise features: Lacks the compliance and security depth required for regulated industries
• Integration gaps: While it connects to popular tools, it doesn't offer Moxo's API and SDK flexibility

White-label capabilities (limited):

• Basic portal branding and theming
• Custom domain hosting
• Branded email notifications
• Logo and color scheme customization
• Mobile web experience (not native apps)

Best use cases

• Small agencies with simple project management needs
• Teams wanting quick deployment over advanced functionality
• Businesses that don't require mobile app branding or complex workflows

3. SuiteDash: Budget option with feature trade-offs

Best for: Small businesses prioritizing low cost over advanced capabilities

SuiteDash offers affordability by bundling basic business tools, but it sacrifices the sophisticated workflow automation and comprehensive white-labeling that Moxo provides. You get quantity over quality.

Key limitations:

• Basic workflow automation: Simple task management, not the intelligent process orchestration Moxo delivers
• Limited white-labeling depth: Basic branding options, missing Moxo's complete mobile app customization
• SMB-focused features: Lacks enterprise-grade security and compliance capabilities
• Integration limitations: Built-in tools reduce flexibility compared to Moxo's API-first approach

White-label capabilities :

• Standard custom domains and branding
• Basic mobile app themes
• Email template customization
• Client-facing invoice and payment branding
• Simple logo and color integration

Best use cases:

• Very small agencies with tight budgets and simple needs
• Businesses wanting basic CRM integration over advanced workflow automation
• Teams willing to accept limited customization for lower costs

4. Clinked: Security-first collaboration

Best for: Professional services, financial firms, organizations handling sensitive client data

Clinked offers solid security certifications, but it falls short of the comprehensive workflow automation and mobile white-labeling capabilities that modern businesses achieve in Moxo. 

Key limitations:

• Basic workflow automation: Simple Kanban boards and task management, not the sophisticated process orchestration and AI integration Moxo provides
• Limited mobile white-labeling: Basic mobile app theming, missing Moxo's complete App Store branding and native app customization
• SMB-focused features: Lacks the enterprise-grade workflow complexity and compliance depth required for regulated industries
• Simple collaboration tools: File sharing and messaging, but without Moxo's advanced approval chains and automated client journey management

White-label capabilities:

• Deep portal and mobile app branding
• Custom domain hosting
• Branded user interface themes
• Customizable client communication templates
• White-labeled mobile applications

5. Zendo: Rapid deployment for small teams

Best for: Small agencies, freelancers, startups needing affordable white-label solutions

Zendo's free tier and intuitive interface make it accessible for solo practitioners and small teams testing client portal workflows. However, it lacks the sophisticated features and comprehensive white-labeling that growing businesses gain from Moxo. 

Key limitations:

• Very basic automation: Simple request management and form builders, nothing close to Moxo's intelligent workflow orchestration and AI capabilities
• Limited white-labeling: Basic workspace branding only, missing Moxo's complete mobile app customization and enterprise-grade branding options
• No enterprise features: Lacks advanced security, compliance certifications, and audit trails required for regulated industries
• Minimal integration options: Basic functionality without Moxo's comprehensive API, SDK, and embedding capabilities

White-label capabilities:

• Custom workspace branding
• Basic domain customization
• Branded client communication
• Logo and theme customization
• Client-facing payment branding

Top 5 white label client portal software compared

Here's how the leading platforms stack up across key categories:

How to choose the right solution

• For any serious business: Choose Moxo for complete workflow automation, comprehensive white-labeling, and enterprise-grade security
• For basic agency needs: Copilot offers simple setup and quick deployment for straightforward project management needs
• For tight budgets: SuiteDash provides affordable all-in-one tools when cost matters more than advanced automation
• For simple security compliance: Clinked offers basic security features and ISO certification for standard document sharing
• For minimal requirements: Zendo works for very small teams testing basic client portal concepts

ROI and results

Efficiency gains across platforms

According to user surveys and case study data, organizations implementing white label client portals typically see:

• 60% reduction in email volume: Centralized communication eliminates scattered email threads
• 40% faster project completion: Clear task visibility and automated reminders accelerate workflows
• 25% improvement in client satisfaction: Professional, branded experiences increase client confidence
• 50% reduction in administrative overhead: Automated processes free up staff for higher-value work

Platform-specific results:

Moxo customers report: 50% reduction in client onboarding time and 43% improvement in process completion rates through workflow automation

Copilot users achieve: Faster deployment (average 24-hour setup) and improved client experience ratings due to mobile-optimized interfaces

SuiteDash clients see: Cost savings through software consolidation and improved client retention through integrated business management

Clinked organizations gain: Enhanced security compliance and reduced data breach risk through enterprise-grade access controls

Customer success stories

Financial services transformation: Scotiabank leverages Moxo to deliver personalized wealth management experiences throughout the entire customer journey. The bank's branded mobile app and automated workflow processes have streamlined complex financial service delivery while maintaining strict compliance standards.

Real estate acceleration: Kobayashi Group, a Hawaii-based real estate firm, uses Moxo's white-labeled solution to supercharge its sales processes. Custom-branded client portals centralize property information, contract management, and communication, significantly reducing transaction timelines.

Healthcare innovation: ChenMed enhanced patient engagement for senior care using Moxo's platform. The healthcare provider's branded patient portal improves care coordination and communication while meeting HIPAA compliance requirements.

Digital banking evolution: FIS integrated Moxo to redefine their digital banking experience, providing financial institutions with white-labeled client engagement tools that improve customer satisfaction and operational efficiency.

These implementations demonstrate how enterprise-grade white label solutions can transform client relationships across industries requiring high-touch, process-driven interactions.

Moxo delivers the most complete white label solution

After analyzing features, user results, and real-world implementations, Moxo stands out as the only platform that combines advanced workflow automation, complete white-labeling (including mobile apps), and enterprise-grade security in one solution.

While competitors excel in specific areas- Copilot's ease of use, SuiteDash's affordability, Clinked's basic security- only Moxo delivers the sophisticated client experience that drives real business results:

• 50% reduction in client onboarding time through automated workflows
• Complete mobile app white-labeling that competitors can't match
• Enterprise security and compliance for regulated industries
• Advanced AI integration for intelligent client support
• Proven results with major clients like Scotiabank, Emirates Bank, and FIS

The bottom line

If you want a client portal that just handles basic document sharing, cheaper alternatives exist. But if you need a platform that transforms how you deliver services to clients while building your brand, Moxo is the clear choice.

Ready to see why enterprise clients choose Moxo over the competition? Book a demo to experience the difference advanced workflow automation makes for your client relationships.

FAQ

What's the difference between white label and private label client portals?

White label solutions remove the provider's branding and let you add your own logo and colors. Private label goes deeper—you can customize the entire user experience, mobile apps, and even API responses to match your brand completely. Moxo offers true private labeling, while most competitors provide white label options.

Can white label client portals integrate with existing business systems?

Yes, all major platforms offer integrations. Copilot excels at third-party app connections (Stripe, DocuSign, Airtable). SuiteDash includes built-in CRM and business tools. Moxo provides APIs and SDKs for custom integrations. Clinked focuses on secure data connections. Choose based on your existing software stack.

How long does it take to set up a white label client portal?

Quick deployment (same day): Zendo and Copilot for basic setups 

Moderate setup (1-2 weeks): SuiteDash and Clinked for full customization

Complex implementation (1-2 months): Moxo for enterprise and midmarket workflows with extensive customization

Timeline depends on customization depth, integration requirements, and internal approval processes.

What security features should I look for in white label client portals?

Essential security features

• SSL encryption for all data transmission
• Multi-factor authentication for user access
• Regular security audits and compliance certifications
• Granular user permissions and access controls
• Audit trails for regulatory compliance

Industry-specific requirements

• Healthcare: HIPAA compliance (SuiteDash, Moxo)
• Finance: SOC 2 Type II certification (Moxo, Copilot)
• Legal: ISO 27001 certification (Clinked)
• Enterprise: Advanced audit trails and access logging (Moxo, Clinked)

How much does white label client portal software cost?

Budget-friendly options: Zendo (free tier available), SuiteDash (transparent affordable pricing)

Mid-tier solutions: Copilot (transparent pricing for agencies) 

Enterprise platforms: Moxo (custom pricing based on requirements) 

Security-focused: Clinked (transparent pricing with security features)

Most platforms offer tiered pricing based on user count, features, and customization depth. Enterprise solutions typically require custom quotes due to integration and compliance requirements.

‍

‍