Turn insights into impact for every client
Deliver real-time visibility, automate client reports, and elevate your advisory services with dashboards that bring data-driven decisions to life.
Klipfolio transforms the way you deliver insights. Whether you’re building recurring analytics dashboards or custom performance reports, Klipfolio turns your data expertise into scalable, automated client solutions.
Automate your client reporting
Spend more time advising and less time assembling slides and spreadsheets. Klipfolio dashboards update automatically, providing your clients with fresh data for up-to-the-minute decisions.
Centralize and visualize your clients’ data
Create interactive dashboards that unify metrics from multiple data sources. Quickly spot trends, compare performance over time, and uncover insights that drive better decisions.
Build repeatable, scalable client solutions
Template dashboards and reuse your best work across clients. With Klipfolio's management tools, you can quickly clone, customize, and deploy dashboards to multiple clients - no rebuilding required.
Deliver reports that strengthen trust
Good decisions depend on accurate, accessible data. Sharing real-time dashboard reports, by scheduled email or secure live links, gives your clients the data they need, when they need it.
Make it your own
White-label dashboards with your logo, colour palette, and domain. Every client experience stays on-brand, professional, and consistent with your firm’s identity.
Get support whenever you need it
From onboarding to API integrations and data troubleshooting, the Klipfolio Partner Team is here to help you succeed. As a Partner, you'll become part of a global network of consultants and analytics experts sharing tips, techniques, and best practices.
Discover how data-driven partners scale smarter with Klipfolio.
Klipfolio Partners deliver clear, actionable insights to their clients every day. From automated reporting to fully customized dashboards, our platform helps you build consistent, scalable solutions that drive better decisions.
Omnia
Driving Client Success
Built for consultants and advisors.
Powered by Klipfolio.
Klipfolio for Partners builds on the same powerful dashboard automation tools trusted by thousands of Klips users worldwide, but with features tailored to consultants and advisors. Manage client accounts, brand dashboards, automate delivery, and scale services effortlessly.
Client Management
Easily manage and monitor all your client dashboards from a single account. You stay in control while giving each client the space to explore and get inspired.
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Customization & Automation
Personalize dashboards and automate recurring tasks with our API. Save time while delivering perfectly-branded client experiences at scale.
Learn moreSharing & Publishing
Share dashboards securely by link, email, or embed. Control who sees what—and keep everyone aligned with shared, accurate data.
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Power of Klips
Access hundreds of pre-built connectors, a robust formula system, and the flexibility to create every visualization your clients can imagine.
Learn moreInsights for modern consultants
Explore best practices and real-world advice on using data to drive smarter recommendations, streamline reporting, and deliver measurable client value.
How we automated reporting for 50+ clients
Client management in 5 steps
Data-Driven Agency Series, Chapter 1: Best KPIs for Marketing Agencies
Data-Driven Agency Series, Chapter 2: Using data to foster lasting customer relationships
Klipfolio Partner How-To #1: Duplicating dashboards across client accounts
Klipfolio Partner How-To #2: Company Properties can simplify client set-up
Your clients deserve the best.
We partner with agencies, consultants, financial advisors, software companies, OEMs, resellers, and integration providers who share our passion for empowering clients through data. Whether you’re just getting started or scaling up, our team is here to help you every step of the way.
Start a Free TrialStrength in numbers. And in stars.
We love what we do. And so do our customers.
